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Finax

Finax system supports multiple fee structures, discount handling, payment history tracking, and customized financial reporting. With this tailored solution, Finax can efficiently manage client finances and deliver accurate, transparent accounting services.

Finax
What Client Required:
  • Manage the Client Accounts
  • Multiple Fees Create and Payment Received
  • Manage the Payment History
  • Additional discount in Payment Received
  • Calculate the clear balance of each client and account.
  • Client and Accounting balance report with customization report
  • Managing functionalities based on the logged-in user Role
Used Technology
What We delivered:
  • Creating Fees Invoice and Journal Module to create a new Fees Invoice and Journal
  • Performed calculations for selected clients and accounts in the Fee Invoice and Journal module and generated a report based on them.
  • Creating a payment-receiving module to receive fee payments
  • Managed the account histories to create password by the Client Account