Finance365
Finance365 within Core365 revolutionizes financial reporting and management, offering tailored dashboards and advanced tax reporting. Seamlessly integrated with Vendor 365, it streamlines Accounts Payable processes, empowering F&A teams for informed decision-making and operational excellence.
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How It Works
Finance365 redefines the capabilities of financial reporting and accounts management within the Core365 suite, focusing on providing comprehensive subsidiary Accounts Receivable (A/R) solutions and an array of insightful dashboards and reports tailored for the Finance and Accounting (F&A) teams. While explicitly not a General Ledger (GL) system, Finance365 bridges crucial financial processes and analytics, enabling businesses to gain a clear picture of their financial health and operational efficiency.
Key reports include 'M2 by Month by Lender,' offering detailed insights into loan distributions with fields such as Customer Name, Loan ID, Lender (inclusive of cash transactions), Address, Date Funded, Loan Amount, Funds Sent, Dealer Fee $, and Recipient Partner. 'Equipment by M2 Period' report provides specifics on Customer Name, Address, Sales Tax, Shipping, Vendor Name, and Vendor Category, with a focus on PV distributors only, highlighting equipment financials comprehensively.
Moreover, Finance365 brings advanced tax reporting capabilities, including 'Sales Tax Paid' derived from Procurement queries, complemented by dynamic charts for visual analysis. 'Use Tax Equipment Purchases by Month' breaks down equipment purchases tax implications by invoice date and city, offering another layer of financial insight through quantifiable data and visual aids.
Integrating closely with Vendor365, Finance365 streamlines the Accounts Payable (AP) process, where payments to vendors are meticulously managed through a payment request queue featuring a rigorous review, approval, or denial process. Upon entry, critical data such as invoice numbers, amounts, and payment methods (check or ACH) are captured, directly feeding into the Vendor365 portal for unparalleled transparency and control.
Finance365 is more than a module; it's a strategic finance management tool designed to empower F&A teams with the data, analytics, and processes needed to drive financial decision-making and operational success.
Financial Reporting & Operational Visibility
Designed for finance teams, subsidiary accounts receivable (A/R) dashboards provide structured visibility into funding activity, revenue flow, and overall operational performance across projects.
- Subsidiary accounts receivable reporting
- Financial performance visibility
- Finance team dashboard
Loan, Equipment, & Tax Insights
Lender-level, equipment-level, and tax-focused reports break down funding activity, procurement costs, and financial obligations with precision across active projects.
- Lender-level loan reporting
- Equipment financial tracking
- Sales & use tax visbility
Advanced Tax Reporting & Financial Analytics
Procurement-driven financial data is transformed into structured tax reporting and visual dashboards that support sales tax analysis, use tax tracking, and compliance visibility.
- Sales tax paid reporting
- Use tax period analysis
- Visual financial charts
AP Control & Transparency
Integrated with Vendor 365, accounts payable (AP) workflows move through approval-based payment queues that support financial accuracy, oversight, and vendor payment transparency.
- AP payment request queues
- Approval-based payment workflows
- Vendor payment transparency
