Dynamo Finance is the accounting core: customer and supplier invoices, payments, journal entries, banking and the financial statements, for each company of your group.
Everyday tasks
| Task | Where |
|---|---|
| Bill a customer | Finance → Sales Invoice → New |
| Record a supplier bill | Finance → Purchase Invoice → New |
| Receive or make a payment | Payment Entry (or Create → Payment on an invoice) |
| Post an adjustment | Journal Entry |
| Match the bank statement | Bank Reconciliation Tool |
A document is a draft until you Submit it. Submitting posts it to the ledger; to correct a submitted document you Cancel it and Amend a new version — the history is always kept. Who may submit, cancel or approve is decided by roles (for example Accounts User and Accounts Manager) and, where your organization set one up, an approval workflow.
Reports
- Accounts Receivable / Payable — who owes what, with ageing.
- General Ledger — every posting, filterable by account, party, cost centre.
- Trial Balance, Balance Sheet, Profit and Loss Statement.
Reports follow the working company chosen in the top bar; switching companies changes the default filter, never your permissions.
Taxes
Tax templates (for example VAT 15%) are set per company and applied on invoices. E-invoicing requirements that apply in your country are configured separately by your administrator; for Saudi Arabia see Saudi e-invoicing (ZATCA), VAT return and Zakat.
Tips
- In Simple mode only the essential fields are shown; switch to Advanced for cost centres, accounting dimensions and more filters.
- Search an invoice by number or customer from anywhere with Ctrl K.