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ERP ATLASAPPNEURALFinanceP2Reference
Client Books & Reconciliation
Full nameAccounting Firm Client Books and Reconciliation Micro ERP
Income, expenses, dues and account balances need one ledger.
Application configurations3
Extension mappings6
LifecycleReference
About this erp
Purpose and scope
Income, expenses, dues and account balances need one ledger.
Connected workflows
- Reviewed transaction entries
- account balances
- statement matching
- reconciliation decisions
- Source
- ERP_Full_Hierarchy_Catalogue.html
- Family
- Finance and receivables
- Family ID
- finance
- Configuration scope
- Industry operations
- Standalone scope
- Own accounts, parties, balances, financial periods. Run reviewed transaction entries, account balances, statement matching, reconciliation decisions. Maintain record history and role permissions.
- Core records
- Accounts, parties, balances, financial periods
- ERP connections
- Billing, procurement, payroll
- Primary workflow
- Reviewed transaction entries → account balances → statement matching → reconciliation decisions
- Readiness
- Source-defined reference configuration; runtime unverified.
AI brief
What it is, when to use it, how to start
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Connected catalog
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3 linked records
Application
Client Books & Reconciliation: Bookkeeping
Full nameAccounting Firm Bookkeeping App
Post income and expense entries and reconcile recorded balances.
ApplicationClient Books & Reconciliation: Business Finance
Full nameAccounting Firm Business Finance App
Review cash position, receivables and expenditure by category.
ApplicationClient Books & Reconciliation: Dues Collection
Full nameAccounting Firm Dues Collection App
Track party balances, record follow-ups and prepare settlement requests.