IT SERVICES & MSPS ERP · MICROERP GUIDEFinance.
Finance.
Help & documentation.
Manage the chart of accounts, journals, ledgers and period close.
Open Finance in four steps.
- Sign in to IT Services & MSPs ERP. Use it-services-msps.easymanagex.com/login with the account your organisation’s administrator created for you.
- Choose Finance. Pick it from your IT Services & MSPs ERP workspace, or go straight to it-services-msps.easymanagex.com/finance/dashboard. The same sign-in opens every MicroERP you have access to.
- Start from Finance Home. The left sidebar lists every screen, grouped the way this guide groups them below.
- Jump with search. Use Search anything (⌘ K) in the top bar to go to a screen or record. Help & docs in the top bar brings you back here.
Every screen, by sidebar section.
39 screens in 5 sections. Each link opens the screen in your IT Services & MSPs ERP workspace; you see only what your role allows.
Home
Accounting
Money
Close
Insights
- P&L
/finance/insights/pnl - Balance Sheet
/finance/insights/balance-sheet - Cash Flow
/finance/insights/cash-flow - Working Capital
/finance/insights/working-capital - Budget vs Actual
/finance/insights/budget-vs-actual - Forecast
/finance/insights/forecast - Projects
/finance/insights/project-financials - Customers
/finance/insights/customer-financials - Vendors
/finance/insights/vendor-financials
Why it suits IT Services & MSPs.
Finance is suggested in the IT Services & MSPs ERP workspace because it covers these everyday workflows:
What you can see depends on your role.
Finance checks your role on every screen and action. If a screen from this guide is missing, or a button is unavailable, ask your organisation’s administrator to review your access to Finance. Your data stays inside your own organisation.