Topic overview

Financials has the task to numerically record business and financial transactions to reflect the financial situation of the entity. Besides tax evaluation, Financials offers important and relevant information for external and internal prospective customers and allows assessing the effectiveness of business management.

Comarch Financials Enterprise is a central part of Financials in Comarch ERP Enterprise system. To fully use the Financials-related capabilities in the system, it is necessary to customize the Financials function available under System Management → Customizing → [Functions] button → Financials. Detailed information can be found here.

Financials data refer, inter alia, to tax-related issues and the Financial accounting framework.

This article gives an overview of the Financials management-related applications in CEE and provides references to articles describing these applications in detail.

Financials framework-related applications

The Financials framework provides the applications that are directly used to register business and financial events, such as:

• Banks
• Accounts
• Account assignment
• Cost types
• Cost centers
• Cost units
• Service types
• Tax codes
• Payment terms

The Financials framework provides also the applications of Cockpit type, which help review various objects added in the system, such as:

• Cockpit: Customer invoices
• Cockpit: Supplier invoices
• Cockpit: Account assignments
• Cockpit: Tax assignments

Customizing

The Customizing application provides the functions related to financials management in Comarch ERP Enterprise system. Special attention should be paid to functions:

• Financials – customized to fully use the Financials-related capabilties. In the Financials adapter field, select the view Comarch Financials Enterprise. Detailed information can be found here.
• Controlling – provides the cost center parameters.