Finance & Accounting

Helix is dedicated to optimizing your financial management with our robust accounting module. Designed to provide full financial management capabilities, this module allows medical centers to efficiently handle their financial activities, expediting accounting procedures and improving financial control.

Our accounting module supports clinics in maintaining the highest standards for their Chart of Accounts. Accountants can create, update, and delete sub-accounts to ensure the financial structure remains accurate and current. The module also facilitates setting up opening balances, making it easy for clinics to maintain correct records from the start. Additionally, the health check tool detects and corrects inconsistencies or shortcomings in accounts, and users can import files to seamlessly integrate existing financial data into the system.

Effective budgeting is critical for financial planning and management. Helix empowers accountants to create and manage budgets for different accounts in the Chart of Accounts. Accountants can specify budget amounts for certain time periods, compare actual spending to the budget, and make necessary revisions. This functionality offers significant insights into financial performance, helping clinic management maintain financial discipline and achieve their financial objectives.

Managing journal vouchers is essential for maintaining accurate financial records. Our accounting module allows accountants to create, amend, remove, approve, post, unpost, and print journal vouchers. This comprehensive capability ensures all financial transactions are properly recorded and can be tracked and reviewed as needed. By providing a thorough journal voucher management system, Helix helps accountants maintain the integrity and validity of financial information.

Keeping an accurate and up-to-date list of customers is crucial for successful financial management. This module allows accountants to add, amend, and delete B2B customers easily, ensuring all customer information is accurately documented and accessible. This feature supports efficient customer relationship management and faster billing operations. Invoicing is a critical part of financial operations, and our module includes complete solutions for processing B2B invoices. Users can generate, update, remove, cancel, and print invoices, ensuring smooth and accurate billing operations. The module also facilitates the production of credit notes, allowing users to manage adjustments and refunds effortlessly. By simplifying the invoicing process, Helix helps accountants maintain a seamless and effective billing cycle.

Managing credit notes is an important aspect of processing invoice adjustments and corrections. The accounting module enables efficient management of credit notes for B2B invoices. Accountants can generate, inspect, and print credit notes, ensuring all necessary modifications are properly documented and processed, thus maintaining accurate financial records.