Approvals and accounting tools
Approvals, journals, period locks, assets, budgets and the audit trail.
- How approvals workWho approves what, and how to approve.
- Request approval for an expense or purchaseStaff ask once; a manager approves; finance has the evidence.
- The Approver roleFor managers who approve spending but don't do the accounts.
- Manual journalsFor adjustments your accountant asks you to make.
- Lock a periodStop changes to months you've finished.
- Chart of accountsThe list of accounts your transactions are sorted into.
- Fixed assets and depreciationTrack equipment and vehicles and post depreciation.
- BudgetsSet a budget and compare it with what actually happened.
- Products and services (items)Save the things you sell to fill invoice lines quickly.
- The audit trailWho did what, and when.
- Cutover checkCompare Plain's figures with your previous system while you switch.