Workway Finance Module gives you complete power to create, track, and manage every financial movement
Across admin, client, and employee panels. From proposals to payments, everything stays organized, real-time, and stress-free.
* No credit/debit card required
Admin Panel: End-to-End Financial Operations
Admins get complete tools to manage the company’s finances with precision.
Proposals
Admin can
- Create Proposals linked to Leads or Deals
- Define validity period, notes, and expected revenue.
- Convert proposals into Estimates or Invoices easily.
Estimates
Admin can
- Send customized estimates to clients.
- Attach service descriptions, costs, validity period.
- Clients can Accept / Reject estimates online.
Invoices
- Create detailed Invoices linked to: Projects, Clients, or Deals.
- Track:
- Invoice Date, Status (Paid/Unpaid/Overdue)
- Total Amount & Tax Details
- Recurring Invoice Setup
- Generate TimeLog Invoices based on hours logged.
- Auto-send payment reminders.
Payments
Admin can
- Approve incoming payments manually or auto-link with invoices.
- Bulk Payment Approval for faster workflow.
- Manage partial payments, online payments, refunds.
Credit Notes / Vouchers
- Issue Credit Notes linked to invoices for returns, adjustments, or refunds.
- Apply credits against future invoices easily.
Expenses
- Log company expenses: vendor payments, bills, etc.
- Approve or Reject Employee Expenses submitted from employee panel.
- Setup and track Recurring Expenses monthly/quarterly.
Bank Accounts
Admin can
- Add, manage, and reconcile Bank Accounts.
- Track account balances, incoming, and outgoing transactions.
E-Invoicing
- Create GST-compliant E-Invoices for Indian taxation.
- Auto-generate IRNs and QR codes.
- Compliant with Government E-Invoice Portals.
Client Panel: Full Financial Transparency
Clients enjoy a full financial portal customized for them.
Estimates
Client Panel can
- View, download, and approve estimates.
- Leave comments or feedback.
Invoices
Client Panel can
- Access all invoices (current, past, upcoming).
- Download PDFs, view payment history.
- Make payments via integrated gateways.
Payments
- View all successful payments.
- Download receipts anytime.
Credit Notes
Client Panel can
- See credit notes issued.
- Apply available credit to upcoming invoices.
E-Invoice
- Download official GST e-invoices with IRN and QR codes attached.
Employee Panel: Simplified Expense Management
Employees manage their own financial submissions easily.
Expenses
Client Panel can
- Add new expenses (travel, meals, client meetings, etc.)
- Upload receipts/invoices as attachments.
- Submit for Admin Approval.
- Track approval status and comments.
Key Highlights
Get Paid Faster with Smart Invoicing
-
Real-Time Finance Dashboard
- Revenue
- Outstanding
- Expenses at a glance
-
Multi-Currency Support
-
Tax Settings
- GST/VAT/Customizable
-
Invoice Templates with Branding
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Automated Email Reminders for Payments
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Full Audit Trails on every financial action
Trusted by Businesses Like Yours
Shradha Kumari, CEO
YOURDORLD PVT. LTD.
Shradha Kumari, CEO
YOURDORLD PVT. LTD.
Shradha Kumari, CEO
YOURDORLD PVT. LTD.
Workway Tips, Trends & Tactics
Frequently asked questions
What can I do with Workway’s Finance Management module?
You can create and send invoices, generate estimates, draft contracts, track payments and due amounts, manage expenses with receipts, and get clear financial reports—all in one dashboard.
Can I send estimates and contracts to clients?
Yes! You can generate estimates and contracts directly from client profiles, track approvals, and convert estimates to invoices seamlessly.
How are invoices and payments tracked?
Workway provides real-time invoice statuses (paid/unpaid/overdue). It automatically sends payment reminders, logs payment entries, and syncs all data with the centralized Finance dashboard for easy tracking.
Can I manage expenses in this module?
Yes—create expense entries, upload bills or receipts, categorize expenditures, and add notes. All expenses are stored and shown in detailed financial reporting.
What reports can I generate from Finance?
You can filter and download Invoice Reports, Payment Agreements, and Expense Summaries by date range, client, or category. All reports are exportable in PDF and CSV formats.
Does Finance integrate with other Workway modules?
Absolutely. Finance connects with Client, Payroll, and Purchase Management modules—creating a unified system where invoices, expenses, and budgets auto-connect.
Can I apply taxes or discounts on invoices?
Yes, the module allows adding tax slabs (GST/VAT) and discounts per invoice. You can also issue credit notes and manage multiple currency transactions if applicable.
Is Finance secure and scalable?
Fully secure tied to Workway’s role-based access, encrypted data, and audit logs. The system efficiently handles finance across teams of 1 to 5,000+ users.
Will Finance help with compliance?
Yes, it provides detailed transaction history and exportable financial documents—useful during audits, tax filing, or compliance checks.
Digital Workplace
A Secure, Scalable Cloud
End-to-end encrypted. Role-based access. Built-in SSO, access logs, and 2FA.
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