Account organisation
The structure used to classify business financial activity.
Accounting Management System
An accounting management system focused on organising business financial records and financial review.
01 / The challenge
Project overview.
The Accounting Management System is part of my business application portfolio. It focuses on keeping financial information understandable and organised so that a business can follow its accounting activity with greater consistency. The project’s domain covers the relationship between transactions, account records and financial review. Unlike a personal income and expense tracker, an accounting system is concerned with how business activity is classified and how the resulting records fit together.
Support a clearer, more consistent view of business accounting information.
Intended users
Who it’s for
Accounts teams, business owners and finance administrators.
Scope outline
Transaction records
The information that explains an accounting entry and its context.
Record review
The process of checking related financial records for consistency.
Financial visibility
Summaries that help a business understand its accounting position.
Workflow outline
Identify the financial activity
Establish what happened and the supporting context.
Classify the record
Relate the activity to the relevant accounting category.
Review the information
Check the financial record and related details.
Use the financial view
Refer to the organised records when reviewing business activity.