Financial Module - General Information

Financial Module - General Information

The following areas are managed from the financial module:

  1. Accounts and Bank Accounts
  2. Receipts and Expenses Claims
  3. Fixed Assets
  4. Bank Reconciliation
  5. Spend Money, Receive Money, Transfer Money
  6. Journals
  7. Customer Statements

Accounts and Bank Accounts

Import your Chart of Accounts from your accounting system, add or edit any existing accounts and bank accounts, and transfer opening balances from previous accounting systems if necessary. 

Receipts and Expenses Claims

Submit claims for expenses and include supporting documentation such as receipts. Authorised users can authorise expense claims. 

Fixed Assets

Add new fixed assets to your DEAR Inventory and register them to the company. Include depreciation information. 

Bank Reconciliation

Import bank statements into DEAR and match bank statement lines with DEAR Inventory transactions. Set up Bank Rules to automate some of this process. 

Spend Money, Receive Money, Transfer Money

Quickly post transactions to DEAR including spending money, receiving money and transferring money between bank accounts. 


Manual journals can be used for any transaction the accountant wishes to post directly to the General Ledger.

Customer Statements

Produce regular or monthly invoice statements for your customers. 

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