PeridotX Financial System
A complete accounting and distribution back-office: general ledger, receivables, payables and inventory on one chart of accounts, with multi-currency, group consolidation, three-way matching and approval limits — plus the sales-territory, price-list, target and budgeting tools that distributors and manufacturers rely on.
Everything Financial System includes
A standard feature set covering the core of what PeridotX Financial System delivers out of the box.
General Ledger & Budgeting
Multi-level chart of accounts with segmented codes, five voucher types, monthly GL budgets, and trial balance, P&L, balance sheet and cash flow statement.
Receivables & Sales
Quotation → Sales Order → Delivery → Invoice, credit and debit notes, returns, receipts, PDC management, aging and customer credit-limit warnings.
Payables & Procurement
Requisition → PO → Goods Receipt → Bill with match exceptions, import costing sheets, supplier payments and aging.
Inventory & Stock Control
Multi-warehouse stock ledger with transfers, issues, adjustments and physical counts, segmented item codes and barcodes.
Sales Geography, Targets & Price Lists
Sales territories stamped on every invoice, targets versus achievement, and unified sales and purchase price lists including supplier price agreements.
Multi-Currency & Consolidation
Exchange rates with FX revaluation, group / company / branch dashboards, consolidated reporting and approval limits by amount and role.
Modules inside Financial System
A complete accounting and distribution back-office: general ledger, receivables, payables and inventory on one chart of accounts, with multi-currency, group consolidation, three-way matching and approval limits — plus the sales-territory, price-list, target and budgeting tools that distributors and manufacturers rely on.
General Ledger
Journal, Cash and Bank vouchers, account and general ledgers, day book, bank reconciliation and opening balances.
Receivables
Sales documents, receipts, PDC management, outstanding and upcoming invoices, aging and customer statements.
Payables
Purchase documents, supplier payments, open-PO and match-exception reports, aging and supplier statements.
Inventory
Items, categories, units and manufacturers, with stock movements, counts and stock reports.
Sales Organisation
Region → Zone → Territory → Town hierarchy, salesmen and territories, sales targets and a target-versus-achievement report.
Price Lists & Code Structures
Sales and purchase price lists by customer or supplier, and configurable segmented code structures for accounts and items.
Consolidation & Currency
Groups, companies and branches, exchange rates, FX revaluation and consolidated statements.
Controls & Administration
Role-based permissions, approval limits, document status, audit trail, backup and restore.
See Financial System in action
See PeridotX Financial System on your own accounts
Configured around your chart of accounts, item codes and sales organisation — contact your PeridotX representative to arrange a walkthrough.