Financial Management Modules

Financial management in MentorSiG integrates and combines several modules, including: Bank and Cash Module, Loan Management, Invoice Management, Payment Management, Margins, Accounting…

The power of MentorSiG lies in the integration of different modules, allowing you to easily manage your company or organization.

“Financial management is extremely important for any company or organization, regardless of its size or line of business. This is because it allows for the correct administration of financial resources, which makes it possible to strengthen the organization and consequently provides for its growth and the possibility of making new investments.”

Schedule a demonstration with one of our agents to learn more about the MentorSiG System.

Some functionalities available in the Financial Management modules:

Management of customer and supplier invoices.

Tax and social security management.

Entering salary payments (not the same as creating payroll).

General results reports, by customer, by product and service, by sales volume, by agent.

Statistics on invoices received and issued.

Sales and purchasing diary.

Merging invoices pending payment or partial payment in PDF.

Grouping orders into invoices.

Management of bank accounts and others.

Direct debit management.

Automatic management of direct debit bill payments.

Workflow with the commercial module (quotes and orders…)

Financial statistics.

Sales margins

Activation of service panels by contract about to expire.

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