A solution for complete control of finances and accounting

In the printing industry, we often come across clients who have an excellent accounting system, but due to the strict restrictions that accounting systems must have, the client, through such systems, is not able to fully manage their business, i.e., have control, a clear overview and the possibility of subsequent modifications in any which work process.

This is the main and most significant difference between accounting systems and Toscana ERP&CRM solutions. The Toscana ERP&CRM system is specialized for the printing industry; that is, it is adapted to the needs, ideas, and requirements of clients who have been in the industry for many years and have an experience that we have integrated into innovative solutions.

A transparent and clear financial situation at all times

Toscana ERP&CRM is easily adapted to manage complex business processes; this does not mean that it does not have all the necessary accounting functions. Handling all significant accounting tasks and generating reports according to the accounting department or accounting service is possible.

Likewise, reviewing projects that are ready for invoicing is automated. Once the goods have been delivered to the client, the sales representative in charge of the project only needs to mark the project status as delivered. That project automatically ends up on the invoicing list in the accounting department.

Along with the classic creation of outgoing and incoming (UFA, IFA) invoices, it is possible to generate automated monthly invoicing for specific clients. In this case, we must select the month for which we want to create invoices. The system does everything else automatically and generates .pdf documentation with a predefined e-mail template to send to clients.

Bank statements are directly imported into the system, and in this way, all payments to outgoing accounts are closed. After the payment has been registered in the system, the sales representative receives a notification by e-mail about the payment, i.e., the closed account.

Employees in the field can quickly and easily enter all expenses per work order on the customized mobile interface, as well as fill out travel orders. Just by changing the work order status to "successful,” the order ends on the invoicing list.

It is undoubtedly important to display the financial card of an individual contact, which clearly shows the current financial situation, whether there are debts or claims. In addition, the system also allows the automated sending of reminders for unpaid bills.

Integration with accounting systems

In addition to the option of generating periodic accounting reports, Toscana ERP&CRM is also integrated with several accounting systems, which enables accounts from the Toscana system to be immediately connected to the accounting service and entered into the general ledger with the correct accounts for further processing.

The most important thing is to know the exact financial situation for each client, project, and work order at all times, including actual production costs.