Account Management
Sub-Features
Account Cards
The account card is the master record carrying a business partner's full commercial identity: partner …
Sub-FeatureRelated Contacts
The contacts feature records the people you deal with at partner companies, with name, title, …
Sub-FeatureAccount Statement
The account statement combines every invoice, collection, payment, and opening balance in chronological order. Each …
Sub-FeatureAccount Balance Tracking
Balance tracking calculates each account's current debit-credit position instantly from its transactions. There's no manual …
Related Plugins
Recommended plugins and additional modules that can work integrated with this feature.
Unofficial
Finis B2B Wholesale Customer Portal
Empower wholesale buyers to check stock, place orders, and download account statements.
Unofficial
Finis Barcode & Warehouse RFID Scanner
Handheld scanner integration for real-time inventory counts and bin location tracking.
Unofficial
Excel & CSV Smart Batch Importer
High-speed bulk CSV/Excel data mapper for inventory items, ledger accounts, and invoices.
Other Features
Related Content & Guides
View All Content →Data Deletion Instructions
— 31 Jul 2026How to request deletion of your Finis Code account and data.
Support
— 31 Jul 2026Get help with Finis Code through in-app support tickets, email, or our documentation.
Terms of Service
— 31 Jul 2026The terms that govern your use of the Finis Code desktop app, cloud platform, …
Privacy Policy
— 31 Jul 2026How Finis Code collects, uses, and protects your data across the desktop app, cloud …