Streamline your financial operations with SysRI's comprehensive Finance Management system. Create professional quotes, generate invoices, manage templates, and track revenue with powerful analytics and automated workflows.
- Manual Quote Creation - Eliminate time-consuming manual quote preparation
- Invoice Management - Streamline billing and payment tracking
- Payment Delays - Reduce outstanding receivables with automated reminders
- Template Inconsistency - Ensure professional, branded documents
- Financial Visibility - Gain real-time insights into revenue and cash flow
- 🎨 Professional Templates - Drag-and-drop template builder with branding
- 🔄 Seamless Workflow - Convert quotes to invoices automatically
- 📊 Real-Time Analytics - Live financial metrics and reporting
- ⚡ Automated Processes - Payment reminders and status tracking
- 📱 Multi-Channel - Email delivery and PDF generation
Finance Management System
├── Dashboard Layout (DashboardLayout.vue)
│ ├── Header Actions Slot
│ ├── Overview Cards Section
│ └── Content Area with Tabs
├── Finance Overview Cards
│ ├── Quote Statistics (Total, Pending, Accepted)
│ ├── Invoice Statistics (Total, Paid, Outstanding)
│ ├── Revenue Metrics (Total Revenue, Outstanding Amount)
│ └── Real-Time Data Refresh
├── Introduction Interface
│ ├── Quotes Card with SVG Illustration
│ ├── Invoices Card with SVG Illustration
│ ├── Templates Card with SVG Illustration
│ ├── Reports Card with SVG Illustration
│ └── Get Started Button
└── Tabbed Interface
├── Quotes Tab (GetQuotes component)
├── Invoices Tab (GetInvoices component)
├── Templates Tab (GetTemplates component)
└── Reports Tab (GetReports component)
- Dashboard Integration - Seamless integration with SysRI dashboard system
- Widget Support - Finance-specific widgets and analytics
- Persistent Tabs - Remember user's last active tab
- Real-Time Stats - Live financial data updates
- Responsive Design - Works on desktop, tablet, and mobile
- Navigate to Finance → Management
- View the Finance Overview cards showing key metrics
- Review the Introduction Interface with feature cards
- Click "Get Started with Finance Tools" to begin
¶ Step 2: Understand the Interface
- Overview Cards - Key financial metrics at the top
- Introduction Cards - Feature overview with illustrations
- Tab Navigation - Switch between Quotes, Invoices, Templates, Reports
- Dashboard Integration - Access to finance widgets and analytics
- Start with Templates - Create branded quote and invoice templates
- Create Your First Quote - Use templates to generate professional quotes
- Convert to Invoice - Turn accepted quotes into invoices
- Track Performance - Monitor results with reports and analytics
The finance dashboard provides at-a-glance metrics through color-coded summary cards:
- Purpose - Shows total number of quotes created
- Data - Complete count of all quotes in the system
- Visual - Blue gradient background with quote icon
- Description - "Total quotes created"
- Status - Live data from backend API
- Purpose - Displays quotes awaiting customer response
- Data - Quotes with "pending" status
- Visual - Yellow gradient background with pending icon
- Description - "Quotes awaiting response"
- Action - Click to view and manage pending quotes
- Purpose - Shows quotes accepted by customers
- Data - Quotes with "accepted" status
- Visual - Green gradient background with accepted icon
- Description - "Quotes accepted by customers"
- Conversion - Ready to convert to invoices
- Purpose - Shows total number of invoices created
- Data - Complete count of all invoices in the system
- Visual - Purple gradient background with invoice icon
- Description - "Total invoices created"
- Status - Live data from backend API
- Purpose - Displays invoices that are fully paid
- Data - Invoices with "paid" status
- Visual - Emerald gradient background with paid icon
- Description - "Invoices fully paid"
- Revenue - Contributes to total revenue
¶ Outstanding Invoices Card #red
- Purpose - Shows invoices with outstanding balances
- Data - Invoices with unpaid or partial payment status
- Visual - Red gradient background with outstanding icon
- Description - "Invoices with outstanding balance"
- Action - Requires follow-up and payment reminders
- Purpose - Displays total revenue from paid invoices
- Data - Sum of all paid invoice amounts
- Visual - Indigo gradient background with revenue icon
- Description - "Total revenue from paid invoices"
- Format - Currency formatted display
¶ Outstanding Amount Card #orange
- Purpose - Shows total outstanding invoice amounts
- Data - Sum of all unpaid invoice balances
- Visual - Orange gradient background with outstanding amount icon
- Description - "Total outstanding invoice amounts"
- Format - Currency formatted display
- Click Refresh Button - Located in overview section header
- Loading State - Shows spinner during data fetch
- Error Handling - Displays error message if fetch fails
- Auto-Update - Data refreshes automatically on page load
- Real-Time Sync - Backend API provides live data
The Quotes tab provides comprehensive quote creation and management:
- Professional Templates - Use custom-designed quote templates
- Product Line Items - Include detailed product information and pricing
- Customer Integration - Link quotes to customer records
- Status Tracking - Monitor quote status and customer responses
- PDF Generation - Generate professional PDF quotes
- Email Delivery - Send quotes directly to customers
- Choose Template - Select from available quote templates
- Preview Template - Review template design and layout
- Customize Branding - Add company logo and colors
- Set Defaults - Configure default terms and conditions
- Select Customer - Choose from existing customer records
- Add New Customer - Create new customer if needed
- Contact Details - Include customer contact information
- Billing Address - Set billing and shipping addresses
¶ Step 3: Add Products and Services
- Product Selection - Choose from product catalog
- Service Items - Add custom service descriptions
- Quantity and Pricing - Set quantities and unit prices
- Discounts - Apply percentage or fixed discounts
- Tax Calculations - Configure tax rates and calculations
- Quote Number - Set unique quote identifier
- Valid Until - Set quote expiration date
- Terms and Conditions - Add payment and delivery terms
- Notes - Include additional information or comments
- Attachments - Add supporting documents
¶ Step 5: Review and Send
- Preview Quote - Review final quote appearance
- Generate PDF - Create professional PDF document
- Email Quote - Send quote to customer via email
- Save Quote - Store quote in system for tracking
- Set Status - Mark quote as sent/pending
- View Quote List - See all quotes with status indicators
- Filter by Status - Filter quotes by pending, accepted, rejected
- Search Quotes - Find specific quotes by number or customer
- Sort Options - Sort by date, amount, status, or customer
- Bulk Actions - Perform actions on multiple quotes
- Select Accepted Quote - Choose quote with "accepted" status
- Click Convert - Initiate conversion process
- Review Details - Verify invoice information
- Generate Invoice - Create invoice from quote data
- Send Invoice - Deliver invoice to customer
- Conversion Rates - Track quote acceptance rates
- Average Quote Value - Monitor quote values over time
- Customer Analysis - Analyze quote patterns by customer
- Performance Metrics - Track quote generation efficiency
The Invoices tab handles invoice creation, management, and payment tracking:
- Quote Conversion - Convert accepted quotes to invoices automatically
- Direct Creation - Create invoices without quotes
- Payment Tracking - Monitor payment status and outstanding amounts
- Automated Reminders - Send payment reminders automatically
- Multiple Payment Methods - Support various payment options
- Financial Reporting - Generate comprehensive financial reports
- Select Accepted Quote - Choose quote with "accepted" status
- Click Convert to Invoice - Initiate conversion process
- Review Invoice Details - Verify all information is correct
- Set Invoice Number - Assign unique invoice identifier
- Configure Payment Terms - Set payment due date and terms
- Generate Invoice - Create invoice document
- Send to Customer - Deliver invoice via email
- Click Create Invoice - Start new invoice creation
- Select Customer - Choose customer from records
- Add Line Items - Include products or services
- Set Pricing - Configure quantities and prices
- Apply Taxes - Calculate applicable taxes
- Set Payment Terms - Define payment conditions
- Generate and Send - Create and deliver invoice
- View Payment Status - See paid, partial, and outstanding invoices
- Record Payments - Log received payments
- Partial Payments - Handle partial payment scenarios
- Payment Methods - Track payment methods used
- Payment History - View complete payment timeline
¶ Outstanding Invoice Management
- Filter Outstanding - View invoices with outstanding balances
- Aging Reports - See how long invoices have been outstanding
- Payment Reminders - Send automated reminder emails
- Follow-up Actions - Track follow-up activities
- Collection Management - Manage collection processes
- Draft Status - Work on invoices before sending
- Sent Status - Track when invoices are delivered
- Paid Status - Mark invoices as fully paid
- Overdue Status - Identify overdue invoices
- Cancelled Status - Handle cancelled invoices
- Paid Invoice Tracking - Monitor revenue from paid invoices
- Revenue Reports - Generate revenue analysis reports
- Cash Flow Analysis - Track cash flow patterns
- Monthly Summaries - Create monthly revenue summaries
- Year-over-Year Analysis - Compare revenue trends
¶ Outstanding Amount Management
- Aging Analysis - Categorize outstanding amounts by age
- Collection Strategies - Implement collection procedures
- Payment Plans - Set up installment payment plans
- Write-offs - Handle uncollectible amounts
- Bad Debt Management - Manage bad debt provisions
The Templates tab provides comprehensive template design and management:
- Visual Template Builder - Drag-and-drop template design interface
- Brand Customization - Add company logos, colors, and branding
- Multiple Template Types - Quote and invoice templates
- Template Library - Pre-built professional templates
- Version Control - Track template changes and versions
- Template Sharing - Share templates across teams
- Professional Layout - Clean, business-appropriate design
- Company Branding - Logo, colors, and contact information
- Product Sections - Areas for product listings and pricing
- Terms and Conditions - Space for terms and legal text
- Custom Fields - Flexible areas for additional information
- Payment Information - Clear payment terms and methods
- Tax Calculations - Proper tax display and calculations
- Due Date Prominence - Clear due date visibility
- Payment Instructions - Detailed payment instructions
- Professional Appearance - Business-appropriate design
- Select Template Type - Choose quote or invoice template
- Start from Scratch - Create custom template
- Use Existing Template - Modify existing template
- Import Template - Upload external template file
- Clone Template - Duplicate existing template
- Header Section - Add company logo and information
- Customer Section - Design customer information area
- Product Section - Create product listing layout
- Totals Section - Design pricing and totals area
- Footer Section - Add terms and contact information
¶ Step 3: Customize Branding
- Company Logo - Upload and position company logo
- Color Scheme - Set brand colors and accents
- Typography - Choose fonts and text styling
- Layout Spacing - Adjust margins and padding
- Visual Elements - Add borders, lines, and graphics
- Dynamic Fields - Set up customer information fields
- Product Fields - Configure product listing fields
- Calculated Fields - Set up automatic calculations
- Custom Fields - Add additional information fields
- Conditional Logic - Set up conditional field display
¶ Step 5: Test and Save
- Preview Template - Review template appearance
- Test with Sample Data - Verify with test information
- Save Template - Store template in system
- Set as Default - Make template default for new documents
- Share Template - Make template available to team
- View All Templates - See all available templates
- Filter by Type - Filter quote and invoice templates
- Search Templates - Find templates by name or description
- Sort Options - Sort by date, type, or usage
- Bulk Actions - Manage multiple templates
- Version History - Track template changes over time
- Revert Changes - Restore previous template versions
- Compare Versions - See differences between versions
- Version Comments - Add notes about changes
- Approval Workflow - Require approval for template changes
- Usage Statistics - Track template usage frequency
- Performance Metrics - Monitor template effectiveness
- User Preferences - See which templates are most popular
- Conversion Rates - Track quote-to-invoice conversion by template
- Customer Feedback - Collect feedback on template appearance
The Reports tab provides comprehensive financial analytics and reporting:
- Revenue Analytics - Track revenue trends and patterns
- Payment Analysis - Monitor payment patterns and delays
- Customer Insights - Analyze customer payment behavior
- Performance Metrics - Track business performance indicators
- Export Capabilities - Export data for external analysis
- Automated Reports - Schedule regular report generation
- Monthly Revenue - Track monthly revenue trends
- Quarterly Summaries - Quarterly revenue analysis
- Year-over-Year - Compare revenue across years
- Revenue by Customer - Analyze revenue by customer segment
- Product Revenue - Track revenue by product or service
- Payment Status Summary - Overview of payment statuses
- Aging Reports - Outstanding amounts by age
- Payment Method Analysis - Revenue by payment method
- Collection Efficiency - Track collection performance
- Cash Flow Projections - Forecast future cash flow
- Quote Conversion Rates - Track quote acceptance rates
- Quote Performance - Analyze quote generation efficiency
- Customer Quote Patterns - Understand customer behavior
- Quote Value Analysis - Track average quote values
- Sales Pipeline - Monitor sales pipeline health
- Profitability Analysis - Track profit margins
- Cost Analysis - Analyze costs and expenses
- ROI Reports - Return on investment analysis
- Budget vs Actual - Compare budgeted vs actual results
- Financial Ratios - Key financial performance indicators
- Choose Report Category - Select report type
- Configure Parameters - Set date ranges and filters
- Select Data Sources - Choose data to include
- Set Formatting - Configure display options
- Preview Report - Review report before generation
- Date Range - Set report period
- Customer Filter - Include specific customers
- Status Filter - Filter by payment or quote status
- Amount Range - Set minimum and maximum amounts
- Custom Filters - Apply additional criteria
- Click Generate - Create the report
- Review Data - Verify report accuracy
- Export Options - Choose export format (PDF, Excel, CSV)
- Save Report - Store report for future reference
- Schedule Report - Set up automated report generation
- Finance Widgets - Add finance widgets to dashboards
- Real-Time Metrics - Live financial data display
- Custom Dashboards - Create personalized finance dashboards
- Widget Configuration - Customize widget display options
- Dashboard Sharing - Share dashboards with team members
¶ Data Export and Integration
- Excel Export - Export data to Excel format
- CSV Export - Export data for external analysis
- PDF Reports - Generate professional PDF reports
- API Access - Programmatic access to financial data
- Third-Party Integration - Connect with accounting systems
- Scheduled Reports - Set up automatic report generation
- Email Delivery - Send reports via email
- Report Templates - Create reusable report templates
- Alert System - Set up alerts for important metrics
- Performance Monitoring - Track report generation performance
- Finance Widgets - Specialized widgets for financial metrics
- Real-Time Updates - Live data synchronization
- Custom Dashboards - Personalized dashboard configurations
- Widget Library - Pre-built finance widgets
- Dashboard Sharing - Team collaboration features
- Responsive Design - Works on all devices
- Dark Mode Support - Compatible with theme preferences
- Keyboard Navigation - Full keyboard accessibility
- Advanced Search - Powerful search and filtering
- Bulk Operations - Efficient batch processing
- CRM Integration - Connect with customer records
- Accounting Systems - Export to QuickBooks, Xero, etc.
- Payment Gateways - Integrate with payment processors
- Email Systems - Automated email delivery
- API Access - Programmatic integration
- Start with Templates - Create professional templates before generating documents
- Use Quote Conversion - Convert accepted quotes to invoices for efficiency
- Set Up Reminders - Configure automated payment reminders
- Monitor Metrics - Regularly review financial metrics and reports
- Customize Branding - Ensure all documents reflect your brand
- Track Performance - Use analytics to improve business performance
- Automate Workflows - Set up automated processes for efficiency
- Regular Backups - Keep financial data secure with regular backups
- Open Finance Management dashboard
- Review overview cards for key metrics
- Check pending quotes and follow up
- Review outstanding invoices
- Process new payments
- Generate daily reports
- Analyze revenue trends and patterns
- Review quote conversion rates
- Check payment collection performance
- Update template designs if needed
- Generate weekly financial reports
- Plan collection activities
- Generate comprehensive monthly reports
- Analyze customer payment patterns
- Review template effectiveness
- Update financial projections
- Plan budget adjustments
- Schedule automated reports
By effectively leveraging the Finance Management system, you can streamline your financial operations, improve cash flow, and gain valuable insights into your business performance. The integrated approach ensures seamless workflow from quote creation to payment collection, helping you maintain professional standards while maximizing efficiency.