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Comidor help: how to monitor your finance

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Comidor
Comidor

Comidor offers a module dedicated to finance management. It consists of 3 units: income, expenses and budgeting.

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Comidor help: how to monitor your finance
How to monitor your finance Comidor offers a module dedicated to finance management. It consists of 3 units: income, expenses and budgeting. INCOME In the Income unit you can record all the income of your company. Create a new income record simply by clicking the “New” button (+). The “Income” form appears. Add a short description of the transaction and select its category (Accounting code). Αdd the financial details: Income: the net amount Debit: the total amount (including all taxes and extra charges) Cash in: the already received amount (e.g. advanced payment) A www.comidor.com
Then you can relate the record with any account, project, schedule, opportunity or contract. Click the “Save” button. Finally, you can click the “Review” button and get a graphic chart for the Income in yearly and monthly basis EXPENSES You can also monitor your expenses. Create a new record of expenses by clicking the “New” button. Add a short description, and choose the appropriate category of the expense. Complete the financial details: Expenses: the net amount Debit: the total amount (including all taxes and extra charges) Cash out: the already paid amount (e.g. advanced payment or monthly charge) www.comidor.com B
You can relate the record with any account, project, schedule or opportunity. Then click the “Save” button. In the main screen of the expenses you can monitor the sums of your transactions in numeric way. You can click the “Review” button and get a graphic chart for the Expenses in yearly and monthly basis www.comidor.com
BUGDETING The last unit is Budgeting. In budgeting you can make predictions of your financial transactions, in monthly, yearly or any other period you like in order to make reports. You can create a new budgeting record by clicking the “New” button. Fill in the fields (they are the same fields as income and expenses, but here you use them for predictions) and click the “Save” button. Through the budgeting unit you can see in graphical way the Balance and the Cashflow. Balance: Graph chart comparing Income and Expenses in yearly and monthly basis. Click the top right button “Balance”. Cashflow: Graph chart comparing Cash In to Cash Out in yearly and monthly basis. Click the top right button “Cashflow”. www.comidor.com C
Comidor help: how to monitor your finance

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Comidor help: how to monitor your finance

  • 2. How to monitor your finance Comidor offers a module dedicated to finance management. It consists of 3 units: income, expenses and budgeting. INCOME In the Income unit you can record all the income of your company. Create a new income record simply by clicking the “New” button (+). The “Income” form appears. Add a short description of the transaction and select its category (Accounting code). Αdd the financial details: Income: the net amount Debit: the total amount (including all taxes and extra charges) Cash in: the already received amount (e.g. advanced payment) A www.comidor.com
  • 3. Then you can relate the record with any account, project, schedule, opportunity or contract. Click the “Save” button. Finally, you can click the “Review” button and get a graphic chart for the Income in yearly and monthly basis EXPENSES You can also monitor your expenses. Create a new record of expenses by clicking the “New” button. Add a short description, and choose the appropriate category of the expense. Complete the financial details: Expenses: the net amount Debit: the total amount (including all taxes and extra charges) Cash out: the already paid amount (e.g. advanced payment or monthly charge) www.comidor.com B
  • 4. You can relate the record with any account, project, schedule or opportunity. Then click the “Save” button. In the main screen of the expenses you can monitor the sums of your transactions in numeric way. You can click the “Review” button and get a graphic chart for the Expenses in yearly and monthly basis www.comidor.com
  • 5. BUGDETING The last unit is Budgeting. In budgeting you can make predictions of your financial transactions, in monthly, yearly or any other period you like in order to make reports. You can create a new budgeting record by clicking the “New” button. Fill in the fields (they are the same fields as income and expenses, but here you use them for predictions) and click the “Save” button. Through the budgeting unit you can see in graphical way the Balance and the Cashflow. Balance: Graph chart comparing Income and Expenses in yearly and monthly basis. Click the top right button “Balance”. Cashflow: Graph chart comparing Cash In to Cash Out in yearly and monthly basis. Click the top right button “Cashflow”. www.comidor.com C