Maintain account context
Organise the accounts and ledger references used by your operational transactions and settlement workflows.
FINANCE, PAYMENTS & RECEIPTS
Keep the financial trail with the transaction.
Connect day-to-day financial records with your operational documents. Maintain ledger entries, payment and receipt vouchers, allocations and reversal records in one working environment.
Available in Basic, Growth, Advance.
pletox ERP Meridian Engineering NK
Keep the settlement connected.
Financial records with their transaction context.
Receipts₹1.8L
Payments₹85K
Vouchers3
VoucherAccountAmount
Receipt · RCP-0124Atlas Works₹1,20,000
Payment · PAY-0088Metro Supplies₹85,000
Receipt · RCP-0125Northline₹60,000
A connected record of the work.Useful context for the next team and the next decision.
Illustrative workspace · Sample data
Bring accounts into the same conversation.
When transactions and settlements sit apart, teams spend time reconstructing the story. Connected operational accounting gives the team a more useful starting point.
Record money movements
Prepare payment and receipt vouchers with balanced posting, supporting details and the appropriate account context.
Follow allocations and reversals
Link settlements to the relevant records and retain the transaction trail when an allocation or posting is reversed.
FROM INFORMATION TO ACTION
Make it part of your working day.
01
Review the transaction context
02
Record and allocate the settlement
03
Follow the ledger and adjustments
Does this replace every accounting workflow?
This feature covers the operational accounts, ledgers, payments and receipts described here. Financial statement, reconciliation and statutory requirements should be reviewed in your demo; Tally invoice export is available in Advance.