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Finance Management

Finance Management · Receivables, Payables and Expenses in One

Sales orders auto-generate receivables on approval, inbound confirmation auto-generates payables, and approved employee expense claims roll into payables. Every cash inflow and outflow is driven by business documents, so finance no longer chases business teams for paperwork every day. Export monthly reconciliation reports in one click.

3
ledger types managed together
0
gap between business and finance data
1
click to export reconciliation reports
Capabilities

Bring Business and Finance Onto One Set of Data

The moment a sales order moves, the books move — finance no longer hand-totals figures in Excel

💵 Accounts Receivable

Sales orders auto-generate receivables on approval; query by customer aggregation, with tiered reminders 7 days / 3 days / on the due date

💰 Accounts Payable

Purchase inbounds auto-generate payables; query by supplier aggregation, with payment-term management to avoid overdue payments hurting your credit

📝 Payment Recording

Record customer collections and supplier payments item by item, automatically clearing the corresponding receivables/payables; multiple payments can be split and applied

💸 Expense Applications

Employees apply for travel, entertainment, office and logistics expenses; once approved, these roll into payables and are cleared together upon reimbursement

📄 Invoice Management

Record sales invoices issued and purchase invoices received separately, comparing invoiced vs un-invoiced amounts to avoid missed or erroneous invoicing

📊 Reconciliation Reports

Export reconciliation statements as PDF by customer, supplier or month, with receivable/payable details + payment records at a glance

ims.shangbangke.com/finance/accountOverview
FIN
AR / AP Ledger
TraceReport
$1.86MReceivables
$1.24MPayables
$320KOverdue AR
$620KNet Position

Entries Auto-Generated from Documents

VoucherSource DocAmountType
AR-20240513SO-20240512 · Jinpeng$132,500AR
AP-20240511RK-20240511 · Shanghai Prec.$86,400AP
AP-20240509EX-20240509 · Travel$4,280AP

Business Documents Drive Financial Entries Automatically

The instant a sales order is approved, the corresponding receivable is registered against the customer; the instant a purchase inbound is approved, the corresponding payable is registered against the supplier. Finance no longer chases sales and procurement for document summaries every day — the data is naturally consistent.

  • Sales order approved → receivable generated automatically
  • Purchase inbound approved → payable generated automatically
  • Expense application approved → payable generated automatically
  • Every entry carries a traceability link — click to see the source document
ims.shangbangke.com/finance/verifyClear $80,000
CLR
Payment Clearing
LogConfirm
Jinpeng Logistics
$80,000
2024-05-15
$0 (fully cleared)

Clearing Detail

AR DocOriginalClearedStatus
AR-20240420$30,000$30,000Settled
AR-20240428$20,000$20,000Settled
AR-20240505$30,000$30,000Settled

No More Squabbling Over Payment Clearing

A customer wires in ¥80K; when recording the collection, you check the receivables to clear (3 entries of ¥30K / ¥20K / ¥30K), the system clears them automatically, and the remaining balance is held as advance receipt. Supplier payments work the same way, with flexible splitting and application of multiple payments.

  • Record collection / payment slips item by item
  • Multi-payment clearing: one large payment clears multiple receivables
  • Advance receipt / prepayment holding: clear even when a customer pays before ordering
  • Clearing log: traceable record of when and which entry was cleared
ims.shangbangke.com/expense/EX-20240509Approval
EXP
Expense Reimbursement
InvoicesPay
Zhang Wei · Sales
Travel · Ningbo→Shenzhen
$4,280
5 (OCR scanned)

Approval Flow

Dept Head
Approved · Mgr Li
Finance
Approved · Acct Wang
Payment
Pending cashier

Fully Digital from Expense Application to Reimbursement

Back from a business trip, an employee files an expense application in the system with invoice photos attached; the department head approves, finance reviews and rolls it into the payment queue. At reimbursement, finance pays the employee's bank account in one click, the employee gets a real-time payment notice, and the whole process is paperless.

  • Travel / entertainment / office / logistics types managed separately
  • Attach invoice photos, with OCR auto-recognizing amounts
  • Multi-level approval: department → finance → boss
  • Reimbursement payment notifies the employee, and finance picks the expense slip as the voucher
Use Cases

Which Teams Use Finance Management

Wholesale & Distribution

Dealer payment-term management + receivable collection progress + overdue chasing — most valued in cash-flow-pressured industries

Manufacturing B2B

Installment payments from major customers + supplier term payments — balanced AR/AP management is the core of operations

Project-Based Companies

Each project accounts for cost and revenue independently, with expenses aggregated by project for solid profit/loss analysis

SME Finance

SMEs without a dedicated finance system can rely on the inventory module's finance features for daily reconciliation and reimbursement

Related Features

How Finance Management Connects with These Capabilities

Financial ledgers are driven by business documents, so all data is naturally consistent

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