FINANCE, SUBSCRIPTIONS & SERVICE

PeridotX Business Solutions

A single, multi-branch, multi-currency platform for accounts receivable and payable, the general ledger, customer subscriptions, service tickets, and financial reporting — so every document and every conversation lives against the same customer, company, and branch record.

AR, AP & GL in one system Automated renewal alerts Multi-company, multi-branch & currency
FEATURES

Everything Business Solutions includes

A standard feature set covering the core of what PeridotX Business Solutions delivers out of the box.

Financial Dashboard

A real-time operational view — revenue, receivables & payables, active subscriptions, open tickets, and trend charts, filterable by fiscal year, branch, and company.

Accounts Receivable & Payable

Invoicing, receipts, payments, credit/debit notes, allocations, aging reports, and sales orders — the full document lifecycle.

General Ledger & Financial Reporting

Trial balance, P&L, balance sheet, multi-currency FX revaluation, financial-year controls, and multi-company consolidation.

Customer Subscriptions & Renewals

Track every active subscription with automatic renewal alerts for hosting, domain, DNS, support, and license terms, plus a running deferred-revenue schedule.

Service Desk

Customer support tracked right next to the account it belongs to — ticket queues, priority and customer filters, and assignment through to resolution.

Controls, Approvals & Audit

Configurable approval workflows, role-based access, and a full searchable audit trail across documents, users, and system changes.

FINANCE, SUBSCRIPTIONS & SERVICE

Modules inside Business Solutions

A single, multi-branch, multi-currency platform for accounts receivable and payable, the general ledger, customer subscriptions, service tickets, and financial reporting — so every document and every conversation lives against the same customer, company, and branch record.

Financial Dashboard

Revenue, receivables & payables, cash flow, renewals due, open tickets, and approvals — all in one filterable view.

Accounts Receivable & Payable

AR invoices, AP documents, receipts, payments, credit/debit notes, allocations, and customer/supplier statements.

General Ledger & Reporting

Trial balance, P&L, balance sheet, multi-currency revaluation, and a guided financial year-close checklist.

Customer Subscriptions & Renewals

Subscription tracking, renewal alerts, and a deferred-revenue schedule tied to subscription terms.

Service Desk

Open, closed, and all-ticket queues with priority and customer filters, tracked from creation to resolution.

Multi-Company, Branch & Currency

Organization hierarchy across groups, companies, and branches, with a company setup copier and multi-currency support.

PeridotX Business Solutions screenshot
SCREENSHOTS

See Business Solutions in action

PeridotX Business Solutions screenshot
PeridotX Business Solutions screenshot
PeridotX Business Solutions screenshot
PeridotX Business Solutions screenshot
PeridotX Business Solutions screenshot
GET STARTED

See it running on your own data

Built for multi-branch and multi-company groups, and for the IT partners and resellers who deploy it for their clients — contact your PeridotX representative for a live demonstration.