PLANEX365 ACCOUNTING
Give the finance team a clear place to organise accounts, review configured transaction postings and investigate stock-to-ledger differences.
Finance administrators, accountants and business owners.
HOW THE WORK MOVES
Each team can see the next action and the record it depends on.
Prepare accounts, mappings and fiscal periods.
Confirm posting settings for the supported transactions.
Inspect available production-linked entries and source records.
Compare inventory value and ledger balances, then investigate differences.
TOOLS FOR YOUR TEAM
Open a topic for the details and any setup or availability conditions.
Module access depends on your plan, organisation and permissions. Optional services may require separate setup or subscriptions. Review setup and scope.
Keep the account structure understandable and reusable.
Seed the supported default chart where appropriate.
List accounts and create account records with type and normal balance.
Review supported mapping purposes before assigning accounts.
Choose the accounts used by supported business transactions.
Map supported posting purposes to organisation accounts.
Review the organisation general-ledger or work-in-progress posting settings.
Inspect available production-linked journal entries when posting and permissions are enabled.
Use a comparison that shows the balances behind the difference.
Compare inventory valuation with the general-ledger inventory balance.
Review received-not-invoiced balance and the reported reconciliation difference.
Investigate posting failures or movements whose accounting integration is incomplete; reconciliation is a review, not proof of universal automatic posting.
Give transaction workflows the relevant business dates and rules.
Maintain fiscal years and fiscal periods through administration.
Use supported period close and reopen actions with the required permissions.
Review supported foreign-currency payables revaluation separately with finance.
These screens are marked coming soon in the current application.
Manual journal-entry workspace: planned. Current journal access is limited to the implemented read-only production-linked views.
Trial balance screen: planned.
Financial statements screen: planned. No release date is stated here.
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BEFORE YOUR TEAM STARTS
Planned: the full journal-entry workspace, trial balance and financial-statement screens. Current accounting foundations and the available reconciliation or production-linked views should be assessed separately from those planned screens.
Current workflow Implemented capabilities, subject to module and record access.
Setup required Organisation configuration or a connected service is needed.
Planned Not part of the currently available workflow.
COMMON QUESTIONS
The financial-statement and trial-balance screens are currently marked coming soon. They are labelled planned here rather than included in current workflow claims.
The implemented read-only journal API and production context can show the relevant entries with accounting permissions and posting enabled. This is separate from the planned general journal workspace.
No. The reconciliation shows balances and differences for investigation. Some movement integrations or best-effort posting failures can require follow-up.
MAKE THE WORKFLOW FIT YOUR BUSINESS
Bring a real example of the work you want to organise. We can review the relevant modules, setup and handoffs together.
EXPLORE THE CONNECTED ERP
Follow the handoff into the next business area.