Accounting & Finance
A daily view of revenue, cash, bank and collection status.
Revenue, cash, open orders and critical stock come together on one management screen; work waiting on approval reaches your phone as a notification. Every decision you make gets recorded with a user name and a timestamp.
This solution carries the day's live status, work waiting on approval, exception alerts and audit trails to the manager's phone. The number on your screen is the same record created in the business; nobody prepares a separate report for management. Companies whose owner or manager is not on site all the time use this. It pays off not as the team grows, but as more decisions start waiting on the manager.
The setup runs in seven steps. A role owns each step, and each step leaves a record in the system; the next step continues from that record.
The owner picks which indicators to watch while away; the screen definition gets saved, and revenue, cash, open orders and critical stock come together in the same view.
The manager decides who sees which number and who can carry out which action; the permission definition ties to the user, and the phone screen opens according to that definition.
A team member opens a discount, purchase, payment or leave request from their own screen; an approval-request record forms and a notification goes to the manager.
The owner reads the request, approves it or sends it back with a reason; the approval record sits on top of the request, and the work moves on without waiting for the owner to come back.
The manager sets thresholds once; revenue below expectations, a late collection and a critical stock level turn into a notification and surface on their own.
The manager moves from a total to a single document; a receipt, order or account transaction opens from the phone, and a question gets answered without asking anyone.
When a team member enters or changes a record, their username and the time get written down; the audit trail stays open to review, and an out-of-permission action shows up on the management screen.
What Do You Gain?
The minute a request opens, it turns into a notification; you decide on the road, at home or in another city, and the team doesn't wait a day for a reply.
Falling revenue and a late collection turn into an alert the day they happen; the closing table arrives with the same numbers you saw during the day.
Permissions and the audit trail get kept together; even working remotely, every transaction has a clear owner.
These four products carry the day's status to the manager's screen together; alerts from the stock and purchasing side land on the same screen too. Bank and e-document connections plug into your existing setup, and every decision you make leaves a mark on the record.
A daily view of revenue, cash, bank and collection status.
A same-day breakdown of open quotes, orders and customer activity.
Discount, purchase, payment and leave approvals; a document archive tied to each request.
User permissions, mobile access definitions and change records.
The agreed view can show approvals, cash, sales, purchasing, field work and exceptions according to each manager’s permissions. Start with decisions that currently wait for calls, messages or separate reports.
The owner and managers. The sales, purchasing, finance and field teams that open approval requests. Each role sees only what they have permission for.
An approval gets written onto the request with a user name and a timestamp. It creates the same record as an approval given from a computer.
No. Start with one decision that currently waits for a call, message or separate report, such as a purchasing approval or daily branch view. Add further indicators after the underlying data is verified.
At GPS Buddy, a multi-country fleet-tracking and telematics company, the Türkiye operation became visible live from its Netherlands headquarters. Quote discounts and purchasing approvals now land on the manager's screen.
Let's assess the numbers you check first while you're away, the work that waits on your approval, and the questions that make people call you in the evening. See marqey in a demo close to your own day; together we decide which indicators, which approvals and which alerts go on your screen.