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Periods, Budgets & Approvals

Manage financialperiods with clear controls

For accountants and owners who need traceable figures, balance reviews and controlled period closing.

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How doesit help your business?

Fiscal years with a closing entry, a month-end close checklist, closed periods that reject back-dated entries, budgets, cost centres and approval rules, with profit and loss viewable on an accrual or cash basis.

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A practical use case

A finance manager completes a period review. Period and approval controls govern posting, while budget comparisons support the review before closing the period.

An illustrative use case, not a customer result.

Explore an industry example

Professional Services
Accounting & FinanceIllustrative preview

A connected workflow

Periods, Budgets & Approvals

Examples: 1

Fiscal years with a closing entry, a month-end close checklist, closed periods that reject back-dated entries, budgets, cost centres and approval rules, with profit and loss viewable on an accrual or cash basis.

Example data and a simplified interface. This preview illustrates the workflow; your workspace depends on enabled modules and configuration.

Before you start

Configure accounts, periods and financial policies, and review opening balances. System controls reject unbalanced journals and posting to closed periods.

Use italongside these capabilities

Complete the workflow with these tools. Each page explains scope and activation requirements; using them together does not mean every step is automatic.

Invoices

Return to sales invoices to understand customer receivables and collections.

Purchase Invoices & Supplier Payments

Review supplier bills and payments when following liabilities.

Financial statements

Read the effect of accounting movements in financial statements.

Apps for Windows and Mac

Your customers install nothing.Your team installs what it needs.

Put LynkOffice on the computers your team works at, one app for each job. They all sign in to the same account, so every sale, receipt and stock movement is recorded in one place.

Your computer

Free to downloadWindows 10 or 11, 64-bit

  • Desktop app

    For the office

    • Your whole account in its own window, away from browser tabs
    • Prints receipts straight to your printer, with no extra software
    • A built-in Point of Sale that keeps ringing up cash sales of products offline

    Needs the internet, except Point of Sale

    Setup & features
    Download for Windows

    Version 0.3.06 MB

  • POS app

    For the counter

    • A checkout screen made for the counter
    • Keeps ringing up cash sales of products offline, and sends them when the connection returns
    • Prints receipts and opens the cash drawer

    Needs the API & Integrations add-on

    Setup & features
    Download for Windows

    Version 0.1.04 MB

Not sure which one fits? Compare the apps

One workspace. One clear view.

Bring every part of your businesstogether.

Create your workspace, activate the modules you need and give every team one reliable source of information.

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