See money in, money out, and what is left
Record expenses, track customer payments, and check profit by branch or period without spreadsheets.
Visual preview · Sample data
What Finance looks like inside ConfigBiz
Expenses with receipts and payments against invoices.
Expenses
Money going out.
Total Expenses
2
₱944.43 total
Pending Review
1
Awaiting approval
Approved
1
Ready for payment
This Month
₱0
Current period spending
| Category | Date | Amount | Status | ||
|---|---|---|---|---|---|
Rent Flores Apartment | 2026-08-08 | ₱200 | submitted | ||
Groceries WALTERMART SUPERMARKET INC. | 2026-08-08 | ₱744.43 | approved |
Illustration with sample records. Your workspace starts from a template close to your trade.
What it is
The short version for busy owners
Finance records money in and money out. You log expenses with receipts, record customer payments against invoices, and check profit by period or branch.
Reports stay simple enough for owners and clean enough for accountants.
Why it matters
Money records connect to the work that created them, so profit by branch, job or month is easy to check.
Clean exports also save accountant fees and questions at tax time.
The problem it removes
What problem it helps solve
Receipts in drawers and payments noted in chat make month end painful. Owners guess at cash position instead of seeing it.
Timely expense and payment records show whether the business made money this month and where cash is tied up.
Common mistake owners make
Receipts in drawers and payments noted from memory make month end a reconstruction project. Recording daily takes minutes, while reconstructing monthly takes days and still misses items.
A day in the life
How owners use it day to day
Picture a normal business day with Finance running quietly in the background.
Morning
Check cash position
Money in, money out and overdue balances in one glance, before spending decisions are made.
Midday
Record as it happens
Snap receipts at purchase and log payments against invoices on receipt, while details are fresh.
Closing
Know the week
Profit by branch or period appears without building a spreadsheet or waiting for month end.
IN PRACTICE
A cafe
Daily cash ups, supplier payments and staff wages go in each day, so Sunday night shows the real weekly result.
A contractor
Job expenses and client deposits sit against each project, which keeps progress billing accurate.
A distributor
Overdue invoice balances by customer guide collection calls each Monday morning.
Connected, not separate
How it connects with the rest of ConfigBiz
Finance works best when it shares records with the parts of your business around it. One record entered once, used everywhere. Here is how owners usually connect it.
Owner tip for week one
Reconcile every Monday for 15 minutes: match payments to invoices and flag overdue. A weekly rhythm beats monthly panic.