Documentation | ComptaPlus

First steps

ComptaPlus runs online: nothing to install. Here are the steps to get your organization up and running.

Choose a planOn the pricing page, choose the plan that matches your size and the modules you need.
Create the organization's accountEnter your organization and main administrator details, then pay for the subscription.
Set up your organizationAdd your logo, your currency and the details that will appear on your document letterhead.
Invite your colleaguesCreate user accounts and give each person access to the modules relevant to them.
Define approval workflowsSpecify who approves what, and in which order, for requests, payments and other documents.

The starting point of every expense: each need is stated, costed and justified before a single cent is committed.

Manage every project and every grant line by line, with spending always up to date.

Configurable approval workflows: everyone signs off what they need to, in the right order.

Bank accounts, treasury and expenses in one place: you always know what you have and what you owe.

A tidy cash desk: opening, movements, cash count and closing, with a receipt for every transaction.

Approved transactions generate their own journal entries: accounting keeps pace with operations instead of catching up.

Quotes, invoices and customer receipts on documents with your letterhead, ready to send.

Stock, purchasing, fixed assets and vehicles tracked in the same place as your finances.

From recruitment to payslip: staff files, contracts, attendance, leave and payroll in a single module.

Measure your projects' results with indicators linked to activities and budget.

Prepare your donor reimbursement claims from expenses already documented in the system.

Publish your tenders and expressions of interest, receive bids and evaluate them in committee.