Finance
XBuddy Finance manages your entire revenue and expense cycle. From customer invoices to supplier bills, expense claims to purchase orders — with multi-currency support, approval workflows, and real-time cash flow visibility.
Finance is built for businesses that need control without complexity. Your accounting team can process invoices, track payments, and approve expense claims from one place. Everything connects: a sales order from the Sales module becomes a draft invoice in Finance automatically. A paid invoice posts a journal entry to Accounting with no manual intervention.
For businesses operating in Vietnam, XBuddy Finance includes VAT calculation, Vietnamese invoice number sequencing, and reporting that meets local compliance requirements out of the box.
Key Features
- Customer invoice creation with branded PDF templates
- Supplier bill management and payment scheduling
- Expense claim submission and multi-level approval workflow
- Purchase order management with goods receiving workflow
- Multi-currency support with automatic exchange rate fetching
- Payment tracking: bank transfers, MoMo, VNPay, and Stripe
- Late payment reminders and automated follow-up sequences
- Cash flow forecast dashboard
- VAT and tax calculation with Vietnam-compliant reporting
- Integration with Accounting for automatic journal entries
[Screenshot: Finance — Invoice List & Payment Status]
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[Screenshot: Finance — Expense Claims Approval Queue]
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[Video: Finance — Invoice-to-Payment Workflow in XBuddy]
Watch on YouTube → @XBuddy (placeholder)
Getting Started
- Configure your company bank accounts and payment methods
- Set up your invoice template with company branding and logo
- Create your first customer invoice and record a payment against it
- Submit an expense claim to test the multi-level approval workflow
- Run the cash flow report to see your financial position at a glance
Vietnam Compliance (VAS)
XBuddy Finance is built to meet the requirements of Vietnamese enterprises operating under Circular 200/2014/TT-BTC (Thông tư 200/2014):
| Requirement | Status |
|---|---|
| VAT calculation (5 rates: 0%, 1%, 2%, 5%, 10%) | Supported |
| Form 01/GTGT (monthly/quarterly VAT return) | Supported |
| Vietnamese invoice number sequencing | Supported |
| Double-entry posting to Accounting on invoice/payment | Supported |
| MISA field mapping on chart of accounts | Supported |
| Cash flow statement B03-DN (indirect method) | Supported — see Accounting module |
| Balance sheet B01-DN / P&L B02-DN | Supported — see Accounting module |
For full details on the chart of accounts and financial statement forms, see the Accounting module documentation.
Common Use Cases
- High-volume invoicing: An accountant processing over 100 invoices per month uses bulk actions, payment reminders, and auto-matching to cut processing time significantly.
- Remote expense approval: A manager approves expense claims submitted by field staff directly from their mobile device, with all receipts attached as photos.
- Cash flow monitoring: A CFO checks the real-time cash flow dashboard each morning to see overdue receivables, upcoming bills, and the projected 30-day cash position.