IMS

Efficient Invoice Management

A robust web-based and mobile-friendly platform designed and developed for CY Business Management Pte. Ltd. to streamline invoice generation, payment processing, and financial reconciliation across multiple companies and bank accounts.

The system integrates directly with Xero Accounting APIs and supports major Singaporean banks including UOB, OCBC, and DBS, automating payment file generation in their respective formats (FAST, GIRO, TT, PayNow, and others). It allows administrators to manage companies, users, customers, and contacts while ensuring secure role-based access.

Key capabilities include:

• Invoice & Payment Automation: Generate, track, and export invoices directly from Xero data.
  
• Multi-Company Management: Manage multiple companies, accounts, and financial records in one unified platform.
  
• Bank File Integration: Automatically create payment files for UOB, OCBC, and DBS in the correct banking format.
  
• Google Drive Integration: Store all generated files and batch payment reports securely in Google Drive.
  
• User & Access Control: Manage admins and users with customized permissions and company-level access.
  
• Blocked Contacts & Compliance: Restrict access to sensitive contacts or companies for specific users.
  
• Dashboard & Reports: View real-time financial summaries, invoice breakdowns, and operational KPIs.