Finance Codex plugins

Publisher full description

…oice, Proforma Invoice, Quote or Credit Note, check the totals Essentio computes, then issue it and email it to your Client. Record the payments your Clients made, and read a month's Reported VAT and Income from Essentio's own reports to see what is done and what is still open. The plugin acts only… …he Business you choose when you connect, with the Role you hold there. It never files a VAT return, sends anything to a tax authority or moves money.

Publisher description

…n exact preview and require the user to click the embedded approval button before changing records, sending invoices or quotes, or posting uploaded receipts and supplier invoices. Approvals expire after ten minutes and are bound to user, company, connection and record version. Outbound messages use email or configured Peppol/Maventa without automatic email fallback. Uploaded PDFs and images are limited to 10 MB and use the company’s existing OCR settings; originals are retained and linked to the…

Publisher description

…ts, invoices, credit notes, credit allocations, outstanding balances, overdue receivables, incoming emails, outgoing emails, payment communications, and account tasks in one place. Identify unpaid invoices and silent customers, inspect complete account and communication histories, monitor collection… …d payment reminders, respond to tasks raised by the AI agent, prepare scheduled communications, and send personalized payment reminder emails. Billabex centralizes receivables management, customer communication, invoice follow-up, credit control, and debt collection workflows so businesses can reduc…