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Philma Khalid - Customer Success

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Activity overview

Latest activity by Philma Khalid - Customer Success
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    Philma Khalid - Customer Success commented,

    Hi Ain, if I understand correctly, you'd like to lock all transactions during closing period to prevent any further recorded transactions/amendments. Currently, we do not have a function to automat...

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    Philma Khalid - Customer Success created an article,

    Transaction - For Non-Users

    This section is for non Financio users, they have very limited access to Financio whenever a transaction is sent to them via email. This is what they can do: View the transaction Export transactio...

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    Philma Khalid - Customer Success created an article,

    User Settings

    Financio is a multiple user multiple business system. It allows a single user to manage multiple businesses, while also allowing a business to have multiple users with different level of access to ...

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    Philma Khalid - Customer Success created an article,

    Types of Tax Transaction : Taxes (GST)

    There’s 2 types of tax transactions: Filing record, it is automatically generated by the system whenever you created any transactions with tax of a certain period; Payment record, indicates the pay...

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    Philma Khalid - Customer Success created an article,

    Processing Transactions (Miscellaneous)

    Now that you understand, the basics of the Transaction feature in Financio and what are to be recorded here, let's go ahead and guide you through the steps of recording/inputting the following: New...

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    Philma Khalid - Customer Success created an article,

    About Sales, Purchases and Other Transactions

    In Financio, all business transactions are being grouped into 3 types of transactions: Sales Purchases Miscellaneous (Others) With a good understanding of these 3 transaction categories, you'll b...

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    Philma Khalid - Customer Success created an article,

    Managing Subscriptions

    You can manage the subscription for your business in Subscription Centre, such as reviewing the plan, expiry date, subscribe to premium and view the transactions related to your subscription. Premi...

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    Philma Khalid - Customer Success created an article,

    Products & Services

    By adding a product / service item in the system, you will be able to quickly populate the item name, description and unit price when you are selling or buying something. An inventory product furth...

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    Philma Khalid - Customer Success created an article,

    Adding Employees

    Financio allows you to maintain a list of employees in Financio, the employee record you are adding to the system can be either a manual record or any existing Financio user. You are able to create...

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    Philma Khalid - Customer Success created an article,

    What is Contact List ?

    Contact person of your business can be selected from the user list of the business. It is the person where other parties can address to (or so-called Attention) on invoices or other forms when send...