FinanSys Apps comes with robust reference data management capabilities that allow users to easily create, amend, delete and manage reference data across all your systems including FinanSys Apps.
FinanSys Apps can manage reference data held within its Apps and data held in other systems such as your ERP, CRM, and FMS.
You can create Apps to manage the approval of the creation of reference data items in other systems. Once the item is approved, it will be created in FinanSys Apps or your business systems.
You can build apps for any use case and use a variety of dropdown fields (e.g: single select, multi select, customer, user, supplier etc) to create any type of reference data or retrieve it live from your business systems.
Users can choose to create the reference data within FinanSys Apps or they can create it in their other business systems and use FinanSys Apps to retrieve that live data.
This ensures a single source of truth and eliminates the need for reference data lists to be maintained in multiple systems. Giving you better data insights into your organisation.
FinanSys Apps can manage reference data in two ways: it can store and manage reference data in its own reference data section. It can also pull data from multiple sources using data connectors.
To illustrate, if a CRM system is where you create your customers, you won’t need to create that customer again in any other system.
Instead, you can use a data connector in FinanSys Apps to the customer list in your CRM. You can then present that customer list as a live drop down in Apps you create in FinanSys Apps.
(Keep in mind that ‘customer data’ is only an example in this instance. You can have any type of reference data populated in your dropdown fields in your Apps).
By retrieving data from other business systems that you already use, FinanSys Apps saves time and resources, eliminating the need for re-keying of data and ensuring that all information is up-to-date and accurate.
FinanSys Apps saves you from creating and managing multiple project lists, customer lists, supplier lists, cost centres, employee records and other analytical/reference type data.
Simply pick the master system to hold the data and use FinanSys Apps to deal with approving the creation and amendment of the master data. The master system will update when changes are approved and then you can use this field in any part of FinanSys Apps or your wider business systems.
With this, you can be confident that everyone is working on the same set of information. Ultimately providing you with much better reporting and data insights.
Other Compliance Use Cases
If you have a unique requirement or use case that’s not listed on this page, it’s highly likely that it’s creatable or configurable in FinanSys Apps, please speak to our team and we’ll be happy to discuss your options
