Before you begin : Note that JurisFinance is an additional option to the JurisÉvolution software and permissions to your access profile may be required to proceed with the following steps. We invite you to validate your access with your software administrator.
The functionalities of JurisFinances can make you more efficient in the management of your financial transactions and simplify your accounting, while minimizing the risk of errors.
Here are the functions included in JurisFinances:
Management of electronic and pre-authorized payments in financial transactions;
Importing transactions into the general ledger;
Addition of documents in supplier purchases.
Management of electronic and pre-authorized payments in financial transactions:
JurisÉvolution 's electronic payment is a computerized payment that allows you to transfer funds from a bank account (your account) to other bank accounts (your suppliers' accounts) in batches through a financial institution. You must make an agreement with your financial institution to be able to make this type of payment.
Importing transactions into the general ledger:
This feature allows you to quickly and easily import financial transactions, such as payroll entries, directly to the general ledger. To do this, you can either import them or use the "copy and paste" or "drag and drop" functions.
Addition of documents in supplier purchases:
When making a purchase or a purchase/payment, a new "attachments" tab allows you to add proof of supplier transactions, such as a bailiff's invoice. It is also possible to attach documents in the bank reconciliation, such as the bank account statement.