Posts tagged #accounting

One search field for customers, documents, bookings and files (⌘K or Ctrl K) plus column filters in every list: how to find invoices in Saldio again.

Find overdue invoices, create reminders in bulk and send them: how dunning works in Saldio – with three stages, reminder fees and an ageing report.

Liquidity ratios, equity and debt ratios, net margin, EBITDA and EBIT – each with its formula, straight from the general ledger. Plus eight reports.

Create, issue, send, match the payment: how an invoice becomes a posted receivable in Saldio – with QR-bill, e-invoice and reversal instead of deletion.

An operating company, a property company, an association — or twelve client mandates: how Saldio keeps companies separate and switches with one login.

What customers still owe, even before the due date: how Saldio tracks open items, offsets partial payments and rounds cash payments to 5 centimes.

Payment terms, cash discount, online link and a friendly first dunning stage: what Saldio does to get invoices paid on time – without a threatening tone.

Quote, hours, supplier invoices and documents in one place, plus project costing with a traffic light: how Saldio shows whether a project is making money.

Create suppliers from the document, recognise them by IBAN, suggest accounts: how Saldio brings together suppliers, incoming invoices and payments.