Intelligent financial management system, built by the CEO of a technology company

This article comes from Mingdaoyun’s partner, Mr. Zhou Ran, the CEO of Nonwo Technology. His personal introduction:

• More than 15 years of focusing on research and development of Internet product demand, the industry covers online education, studying abroad, teaching and educational affairs, instant messaging, business social networking, network intelligence and other fields.
• More than 5 years of team operation and management experience, effective management and coordination of the team, good at communicating and deploying various resources inside and outside the team, leading and motivating the team’s work efficiency; result-oriented effective communication with the team and reaching the specified goals; skilled leading the team from 0 At the beginning, design, develop, implement, operate and maintain various products.
• Be good at researching user needs, discover the final problems that users want to solve, and focus on researching how to solve urgent problems encountered by users through streamlined product functions and processes. Let customers psychologically like the product.

Teacher Zhou is one of the earliest partners of Mingdaoyun. He has in-depth research on Internet products. After contacting Mingdaoyun, he quickly built a financial management system according to the company’s needs. Compared with traditional software, this system It is more flexible to use, more comprehensive in functions, and can easily communicate with other systems.

Teacher Zhou calls this system "a note", which aims to help companies simply record core business and financial data so that managers can more easily analyze data and guide business operations. If you are interested in this aspect, you can click on the link at the end of the article to get in touch with him.

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A company or an enterprise, a school or an organization, in its daily operations, will encounter "business personnel application, leadership review and approval, financial payment approval and reimbursement, goods delivery, etc.", all need to have Accurate records and statistics allow leaders to control the overall situation of the business, financial staff clarify the details of expenses and the execution stage, and business staff understand the progress and status of matters.

The "remember a stroke" Mingdao Cloud application collects and summarizes the ideas, suggestions, and concepts of nearly a hundred business and financial personnel. According to the actual business situation, technical personnel have carried out innovative designs from the perspectives of business promotion, data collection, and personnel use. And development, to help every user to feel the charm of intelligence when using the "remember stroke".

The "Remember a Fortune" cloud application includes five modules: "collection contract", "payment contract", "personal payment and reimbursement", "personnel salary", and "profit analysis". Each module has been designed with various actual business parameters and process nodes. Users only need to record the occurrence of each business, and the system can track the financial flow in real time, review and approve the flow, summarize the contract amount, purchase amount, expected profit, Various data, nodes, and statuses such as paid amount, received invoice amount, etc.

Let's take a look at each functional module of "Remember a stroke":

1. Collection contract

We abstracted the business process and financial process. There are two main points, one is "receiving money" and the other is "payment". This module is responsible for "receiving money" and mainly manages the approval of collection contracts and collection contracts. Records of application invoices, the number of payments received, and records of party A and Party B’s bank account numbers.

Mainly manage the collection contract, the approval of the collection contract, the record of the application invoice, the record of the received payment, the record of the bank account number of Party A and Party B.

Through the main line of "collection contract", we can associate contract approval, invoice application, received payments, purchase contract and other data, can realize a collection contract, and we can know the contract A and B information, contract main terms, payment method , The contract amount, the current received amount, the invoiced amount, the total purchase contract amount corresponding to the collection contract, the current purchase amount paid, and a series of business data such as the expected profit of this contract.

You can view a collection contract, and you can know the information of party A and party B, the main terms of the contract, the payment method, the contract amount, the current received amount, the invoiced amount, the total purchase contract amount corresponding to the collection contract, and the current paid A series of business data such as the purchase amount and expected profit of this contract.

1.1 Approval of the collection contract

Record contract submission time, approval passing time, approval status, approval order upload, corresponding collection contract, applicant, approval order number

1.2 Invoice application

Record invoice application time, application submission time, application status, application approval time, invoice type, invoice amount, time of receipt of invoice, date sent to customer, and corresponding collection contract

1.3 Payments received

Record collection time, collection status, collection amount, number of collections, and associated collection contract

1.4 Related purchase contracts

For this sales contract, how many corresponding purchase contracts in total can be recorded and associated with each

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2. Payment contract

We abstract the business process and the financial process. There are two main points, one is "receiving money" and the other is "payment". This module is responsible for "payment", mainly managing payment contracts, payment contract approval, and payment applications Records of information, records of the number of payments, records of reimbursement applications, and records of Party A and Party B’s bank account numbers.

Through the main line of "payment contract", we can associate contract approval, payment approval and payment, and can view a payment contract, and then we can know the contract party A and B's information, contract main terms, contract year, payment method, contract amount, and currently paid A series of business data such as the amount and the amount of invoices received.

You can view a payment contract, and you can know a series of business data such as party A and B information, main terms of the contract, contract year, payment method, contract amount, current paid amount, received invoice amount

2.1 Payment contract approval

Record contract submission time, approval time, approval status, approval order upload, corresponding payment contract, applicant, approval order number

2.2 Payment approval and payment

Record payment time, payment status, payment amount, number of payments, payment method, and associated payment contract

3. Personal Payment and Reimbursement

Personal payment and reimbursement mainly record non-contractual personal payment matters, such as personal transportation expenses, travel expenses, accommodation expenses, business promotion expenses, data expenses, business entertainment, etc. The content recorded in this module is mainly used for the statistics of the "personal cost" category in the later company operating data.

3.1 Payment approval and payment

It is mainly used to record each individual's payment and personal loan, including payment time, approval time, payment method, received invoice information, and invoice type.

4. Salary

It is mainly used to record the monthly salary, insurance, seat fees and other operating costs of regular employees and part-time employees. The content recorded in this module is mainly used for the statistics of the "personal cost" category in the company's operating data.

Record the monthly salary of regular employees and part-time employees, insurance, seat fees and other operating costs

5. Profit Analysis

Show the company's overall operating income, the system already supports intelligent statistics:

1. The total amount of the "collection contract";
2. The total amount of the "purchase contract";
3. The total amount of "invoices issued" in the collection contract;
4. The total amount of "invoices received" in the payment contract;
5. In the collection contract, the total amount of "actually received";
6. The total amount "actually paid" in the payment contract.

Later, you can customize and add:

1. Statistic financial data according to business department;
2. Statistics financial data according to business personnel;
3. According to monthly and quarterly, statistical company operating data.

If you are interested in this system, you can contact Mr. Zhou now to communicate related needs, he will help you better "remember a stroke" and realize the digital transformation of the enterprise: Click to contact Mr. Zhou