PSA Suite | Financials
PSA Suite | Financials is a full accountancy module which provides you with an end-to-end PSA solution. The Financials solution for PSA Suite makes use of the standard features of your CRM module of the Microsoft Dynamics 365™ Platform, like Dashboards, Filters, Personal Views, Microsoft Office integration, Mobility, Workflow & Alerts. Embedded business processes are designed for your industry and configurable to your needs. PSA Suite | Financials can also be used as an integration platform for other accounting or ERP platforms. PSA Suite | Financials is free for PSA Suite users with a Professional license.
The possibilities for Finances with PSA Suite
The module offers the following core financial accounting modules:
- General Ledger: Input Journal Entries; Create Financial Statements (P&L and Balance Sheets) and maintain and report against Financial Budgets.
- Accounts Payable: Voucher & Void payment; Void Payment Entry; Select Documents for Payment; Prepayment Application; Vendor Detail & Aging Report and a 1099 Form
- Accounts Receivable: Invoice Entry; Payment Application; Aging Report and Collection Management.
- Cash Management: Bank Account Transactions & Reconciliation; Clear Payments & Deposits and Bank File Import.
PSA Suite | Financials supports the following functional areas:
Project Accounting within PSA Suite | Financials
PSA Suite | Financials has an Revenue Recognition module where you can recognize your revenue at the project level per item and item type, based on the calculated percentage completed and actual completion.
Downloads en Webinar
Financials The Manual
Watch the webinar
CEO Martijn van der Hoeden explains the workings of PSA Suite | Financials, the full Accounting solution for the CRM module of Microsoft Dynamics 365™. This video on is a part of the Assistance PSA Suite Summer Webinar. To view the whole Summer Webinar click here.