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Finance Configuration Guide

Learn how to configure ShareDo's finance features

  • Upgrading to Finance V2.0

    Given that there have been significant changes to budgets structures careful consideration need to be given when upgrading. This section is divided into two...

    First posted: April 21st, 2022 689 views 0 likes

  • Financial Management

    ShareDo contains extensive finance functionality to enable the Case Management System (CMS) to be the single application that case handlers need to access. If...

    First posted: May 4th, 2022 2710 views 0 likes

  • Finance Configuration Training

    This video shows an overview of the ShareDo finance configuration, presented by Aaron on the 8th of November, 2023. The key concepts are defined...

    First posted: July 19th, 2023 514 views 0 likes

Subcategories

Chart of Accounts

3 Articles by 1 Author

Budgets

4 Articles by 1 Author

Time Recording

Learn how to configure time recording for your solution

6 Articles by 2 Authors

Payments and Disbursements

1 Article by 1 Author

Invoices, Receipts and Payment Plans

2 Articles by 1 Author

Fees

1 Article by 1 Author

Offers

1 Article by 1 Author

Goods and Services

1 Article by 1 Author

Configuring Multi-currency

1 Article by 1 Author

Integration with External Finance Systems

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