Cash and advances
Organise amounts and transactions associated with advances.
Cash and advance payment software
AccontManager
Track a business's cash, advances, approvals and financial transactions.
Cash and advance payment softwareAccontManager.An AloSoft project
From need to product
What does AccontManager solve?
AccontManager organises cash operations and advances associated with specific people. The dashboard includes approvals, financial categories, attachments and reports.
The problem
A business needs to know who received an advance, what has been approved and how each transaction relates to its supporting documents.
The solution
A shared register where people, advances, approvals and financial transactions are tracked in the same system.
Key features
What we built
Features connected to how the product is used.
Approvals
A workspace for tracking actions that require approval.
Finance and reports
Financial categories, transactions and summary reporting views.
Documents and roles
Attachments, users and roles reflecting the team's responsibilities.
Product structure
Technical overview
- A web dashboard connected to the financial operations service.
- A data structure for people, advances, transactions and documents.
Decisions that matter
Project challenges
- Connecting each advance with the person and their transactions.
- Separating the recording of operations from their approval.
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