“Watch out for small expenses.
A small leak can sink a big ship ”
Benjamin franklin
Accounting and financial management
- Collabox offers you a complete and efficient accounting module.
- You won’t need to pay for another external software package to do all your bookkeeping and accounting. What’s more, you won’t need to transfer, copy or duplicate your financial information unnecessarily.
- Collabox lets you perform all the operations you need to manage your business, in real time.
- You can access your data without waiting for your technician or accountant to send you the information you need to make your decisions.
These are the functions of the Accounting and Financial Management module
- Digital and automated invoicing
- Invoices e-mailed directly from Collabox
- Automated invoice renewal creation
- Module for creating and managing service offers (bids)
- Simplified tax rebate
- List of products and suppliers
- Inventory management, product assembly
- Entering expenses (disbursements)
- Sending statements of account, accounts receivable and accounts payable
- Income statement and budget
- Balance sheet
- Big Book
- Checkweigher
- Budget items
- Bank reconciliation
- Check and lock month and year
- Various accounting reports
It is also possible to carry out « Interco » type operations if you have more than one company.
Contact us to find out more
418 907-9274, ext. 120
Digital billing
Collabox’s accounting module offers different billing options, depending on your business sector and needs. You can e-mail your invoices directly from Collabox.
- by project or by customer, Collabox’s numerous reports allow you to calculate everything you need to know
- do you bill on a flat-rate or fee basis? it’s also possible with Collabox
- billing by transaction (timesheet hours) is possible with Collabox-generated schedules to be e-mailed to your customers
- does your company bill by services rather than hours/employees? it’s easy
- architects, engineers, builders, your billing cycles are in phases? At Collabox, we’ve been doing this for several years.
Accounts receivable management is linked to billing at the click of a button, plus you can e-mail your customer’s account statement directly from Collabox.
You’ll save time and optimize your invoicing and account follow-up processes.
Income statements
Track your organization’s finances in real time or over a given period.
Collabox’s accounting module enables you to produce an income statement in line with your budget forecasts.
It displays your income and expenses in simple or categorized form.
Tax remittance report
Billing anddisbursement entry in Collabox allows you to produce monthly, quarterly or annual tax remittance reports, depending on your needs.
All fields are correct, so you can make your payment quickly.
Creation and management of service offers (bids)
You can create all your service offers in the Collabox. Our design module allows you to create them according to your specifications.
Offers by fee or by product, or even both together, you can also add phases (sections) and elaborate display functions.
You can email your service offer directly from Collabox, saving time!
Attach documents in multiple formats (pdf, jpeg, png, excel, word) to your service offer, and send it as a carbon copy to other people.
It’s all there for you to manage your submissions in one place – the Collabox!
Would you like to structure your financial operations more closely?
Need to know your billing and current service offers quickly?
Would your managers like to know the costs of a project without having to produce endless Excel files?
Find out how the Collabox can answer these questions.
418 907-9274 or info@collabox.com
