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SUITE · MICROERP GUIDE

Finance.
Help & documentation.

Manage the chart of accounts, journals, ledgers and period close.

FinanceAccountsJournalsLedgers39 screens
Open Finance All Suite guides
01 · GETTING STARTED

Open Finance in four steps.

  1. Sign in to Suite. Use suite.easymanagex.com/login with the account your organisation’s administrator created for you.
  2. Choose Finance. Pick it from your Suite workspace, or go straight to suite.easymanagex.com/finance/dashboard. The same sign-in opens every MicroERP you have access to.
  3. Start from Finance Home. The left sidebar lists every screen, grouped the way this guide groups them below.
  4. 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.
02 · SCREENS

Every screen, by sidebar section.

39 screens in 5 sections. Each link opens the screen in your Suite workspace; you see only what your role allows.

Home

Accounting

Money

Close

Insights

03 · ROLES & ACCESS

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.

04 · GET HELP

Still stuck?

Contact supportTell us the MicroERP, the screen and what you expected.API referenceSigned-in API documentation for Finance.Other Suite guidesEvery MicroERP in your workspace.Manuals & rolloutAccounts, organisations and handover guides.