Overview

Alloy provides you with a Finance module that allows you manage project costs, customer and supplier accounts, invoicing, payments and reports.

Note

Contact your system administrator to install the Financial module

The Finance module consists of three parts:

  • Finance module - this module needs to be installed to allow you to install either or both of the accounts modules.
  • Customer accounts module - this module allows you to configure and manage customer accounts for customers that own assets
  • Supplier accounts module - this module allows you to configure and manage supplier accounts that work together with teams and pricing.

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When the Finance module is installed a Finance card is displayed in the Dashboard, which provides you with the tools to work with accounts.

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Note

You can install the Customer and Supplier accounts modules independently of each other and they are not interdependent. However, the Finance module needs to be installed before you can use either accounts modules.