Accounts Management

Take full financial control with WorFlik’s smart and streamlined Accounts Management module. From sales and payments to contracts and reports, everything is brought together in one easy-to-use system — no more scattered spreadsheets or manual errors.

Whether you’re running one branch or multiple units, stay informed, compliant, and in control at every step.

Key Features

1. Double Entry Accounting

   Ensure accuracy in every transaction with six powerful tools:

   • Chart of Accounts View structured account types, codes, and balances.
   • Journal Entries Record all transactions with clear descriptions and timestamps.
   • Ledger Summary Track past balances in a clean historical view.
   • Balance Sheet & P&L Instantly generate reports for insights and compliance.
   • Trial Balance Confirm your debits and credits always align.
2. Sales Management

   Easily manage the full sales cycle - from invoicing and reminders to payments and credit notes - all in one place

3. Budget Planner

   Plan smarter by setting and tracking monthly or yearly budgets across income and expense categories

4. Contract Management

   Track all client contracts, dates, and values to stay ahead of renewals and billing cycles

5. Events & Notices

   Schedule internal events and publish important updates for teams or clients directly through your dashboard

6. Goals & Notes

   Set Financial targets, attach notes, and keep key goals visible for your team.

7. Real-Time Reporting

   Visual dashboards and detailed reports help you monitor performance across tasks, income, staff, invoices, and more.

Why It Works

• Precision & Compliance:

  Eliminate errors with smart double-entry tracking.

• Less Manual Work:

  Automations save time on billing, reminders, and budgeting.

• Smarter Decisions:

  Real-time reports offer clear financial insights.

• Cash Flow Clarity:

  Stay Ahead with connected contract, sales, and expense tracking.

• Team Alignment:

  Goals and shared notices keep your staff informed and accountable.