• Finance System Checks – Month End Checklist

    In this guide, we will show you how to complete your Month End Checks in the Finance module Access: The minimum permissions required to access the areas required are found in the Finance Module of Config>Setup>Roles & Permissions. By following these checks monthly, it will help you to maintain a healthy Finance Module 1. Run…

  • How to Set up SMTP Settings in MAT Finance

    This guide will explain how to set up the SMTP settings in the MAT Finance Module. Completing this will enable you to send emails directly from Bromcom to suppliers and customers. Note: All pages below are subject to having relevant Roles and Permissions. From the left Menu go to Config > Setup > System…

  • How to Authorise a Purchase Order in MAT Finance through Notifications

    This guide will show you how to authorise an item added by another member of staff Access: In order to carry out this task, you will need the following minimum permissions from within the Finance Module of Config>Setup>Roles & Permissions When logging in to MAT Finance there is a notification…

  • How to Authorise a Purchase Order in MAT Finance through Authorise / Search

    This guide will show you how to authorise an item added by another member of staff Access: In order to carry out this task, you will need the following minimum permissions from within the Finance Module of Config>Setup>Roles & Permissions From the menu on the left, select Finance>Procurement>Search/Authorise This will…

  • How to process an Individual BACS Payment in MAT Finance

    In this guide, we will take you through the process of creating a BACS Payment in the MAT Finance Module. Note: All pages below are subject to having relevant Roles and Permissions. From the left Menu go to Finance > New Entry > BACS Payment From this page you can create a Supplier Payment or…

  • How to Add Books in MAT Finance

    In this guide, we will take you through the process of creating Books in the MAT Finance Module. Note: All pages below are subject to having relevant Roles and Permissions. From the left Menu go to Config > Finance > Books This will bring a list of all Books in the system To add a…

  • How to Add Cost Centres in MAT Finance

    In this guide, we will take you through the process of creating Cost Centres in the MAT Finance Module. Note: All pages below are subject to having relevant Roles and Permissions. From the left Menu go to Config > Finance > Cost Centres This will bring you a list of Cost Centres in the system…

  • How to Add Ledger Codes in MAT Finance

    In this guide, we will take you through the process of creating Ledger Codes in the MAT Finance Module. Note: All pages below are subject to having relevant Roles and Permissions. From the left Menu go to Config > Finance > Ledger Codes This will bring up a lost of all Ledger Codes in the…

  • How to Create Cost Centre Ledger Links in MAT Finance

    In this guide, we will take you through the process of creating Cost Centre Ledger links in the MAT Finance Module. Note: All pages below are subject to having relevant Roles and Permissions. From the left Menu go to Config > Finance > Cost Centre Ledger Links This will bring you a list of Cost…

  • How to Add Customer Products in MAT Finance

    In this guide, we will take you through the process of creating Customer Products in the MAT Finance Module Note: All pages below are subject to having relevant Roles and Permissions. From the left Menu go to Finance > Routines > Customer Products Here you will find a list of Customer Products To Add a…