Finance

Keep the books, control budgets and buy goods and services with the right approvals.

New to Amana's finance? Start with How the books are laid out: legal entities, the chart of accounts, and which journal each app posts to.

The three apps follow the money: the Budget says what may be spent, Procurement buys against it, and Finance records, pays and reports it. Before staff start, check each office has its Budget and Purchase Request approval policies (see the checklist), and that procurement thresholds are set (see Procurement › Before you start).

Finance

Finance guide · Module: npo_account

Customers, vendors, journals, review and financial reporting.

Menus: Dashboard · Customers · Vendors · Accounting · Review · Reporting · Configuration

Budget

Budget guide · Module: npo_budget

Budget planning, execution, adjustments and monitoring against awards and projects.

Menus: Overview · Planning · Execution · Adjustments · Monitoring · Configuration

Procurement

Procurement guide · Module: npo_procurement

Purchase requests, sourcing and evaluation, purchase orders, vendors and receipts.

Menus: Overview · My Requests · Procurement · Evaluation · Purchasing · Vendors · Planning · Receipts · Documents · Configuration