Posts tagged #feature

One annual amount per account, with actuals drawn continuously from your books. Why a budget belongs in the general ledger and not in a spreadsheet.

The half-depreciated machine is where most accounting migrations go wrong. How fixed assets, legacy holdings and depreciation land correctly in Saldio.

From PDF to a finished document: how Saldio reads ZUGFeRD and the Swiss QR code, identifies the supplier and creates it on the spot – without sending a single invoice to a third party.

From billing rates to protected wage costs: how Saldio manages employees centrally and links them directly to projects and time tracking.

From CAMT files to payment matching: how Saldio automatically connects banking and accounting.

From CAMT files to automatic payment matching: how Saldio reconciles bank transactions with invoices and accounting entries.

From emails to meeting notes: how Saldio centrally documents customer communication and contact history.

From contact details to invoices: how Saldio connects customer information, documents, and business processes in one central system.

From quotations to payments: how Saldio centralizes all customer information in one digital customer file.