Financial
đź’° Financial Sections Overview
The Financial area in Acquaint provides tools and workflows for managing all monetary transactions, records, and reporting across your business.
It’s divided into three key subtopics:
🧾 General Financial Information
This section introduces the core financial features and how they integrate with other modules. It includes:
• Overview of financial workflows
• Navigation tips for accessing financial screens
• Best practices for setting up financial records
• System-wide financial settings that affect how transactions are processed and displayed
🏠Lettings Financial
Focused on rental-related finances, this section guides you through:
• Recording rent payments and arrears
• Generating landlord statements
• Handling deposits and fees
• Automating recurring charges
• Tracking tenancy-related financial activity
🧮 Managing Accounts
This section covers broader account management tasks, including:
• Bank reconciliation
• Payment exports and file formats
• Handling supplier invoices and work orders
• Processing refunds and adjustments
• Monitoring account balances and audit trails