Financial Management for Genius ERP

Genius ERP simplifies accounting for manufacturers by connecting finances directly to jobs, projects, and operations. With one integrated system, you can track costs, manage cash flow, and create accurate reports — without the complexity of parallel systems.

Financial Management & Accounting

Centralize all job, payment, and sales information in one place. Genius ERP’s accounting module is fully integrated with your entire operation, giving you real-time insight into your financial performance.

Key Features:

• Accounts receivable, accounts payable, general ledger, and banking
• Multi-currency and multi-company capabilities
• Milestone billing and revenue recognition
• Real-time audit trail with drill-down to source transactions

Accounts Payable

Manage supplier payments with ease. Generate payments for all invoices due, for a specific supplier, or for selected invoices to keep cash flow under control.

Key Features:

• Automated payment batch creation
• Track invoice statuses and outstanding balances

Accounts Receivable

Track customer payments in real time with a centralized system that ensures nothing slips through the cracks.

Key Features:

• Real-time visibility into outstanding receivables
• Payment tracking against invoices

Business Intelligence & Analytics

Turn data into actionable insights. Genius ERP provides dashboards, alerts, and reports to help you measure KPIs and improve profitability.

Key Features:

• Live dashboards to monitor key metrics
• SSRS-powered reporting and KPI alerts
• Late job, quote conversion, and backlog tracking

Financial Reporting

Create accurate financial reports with live data for better decisions and stronger margins.

Key Features:

• Balance sheet, income statement, and trial balance reports
• Budgeting and forecasting tools
• Tax and vendor/customer activity reporting

General Ledger

Keep your data accurate and secure. The general ledger is directly connected to job and project data, making it easy to track and analyze every transaction.

Key Features:

• Drill down from ledger entries to manufacturing transactions
• Modify the chart of accounts and account codes as needed