Power App Overview:
FinPlicity: Simplifying Financial Management for Small Businesses
Managing finances can be a daunting task for small businesses. To simplify the process, we have developed a comprehensive app designed to streamline financial operations, making it easier to create quotes and invoices, and capture expenses and income, and manage payments. FinPlicity is designed to be user-friendly and customizable, ensuring it meets the unique needs of your business. By integrating all financial management tasks into a single platform, you can streamline your operations and make informed financial decisions with ease.
Pain Points Addressed by the App:
- Time-consuming Manual tasks: FinPlicity automates repetitive tasks such as data entry and calculations, saving valuable time.
- Inaccurate Financial Records: By standardizing templates and automating calculations, FinPlicity reduces the risk of errors in financial documentation.
- Lack of Financial Visibility: With real-time insights and comprehensive visibility, FinPlicity provides a clear view of your business’s financial health.
- Difficulty in Tracking Payments: FinPlicity helps you monitor invoice statuses ensuring timely payments.
- Complex Expense Management: FinPlicity simplifies expense tracking by allowing you to categorize expenses and attach receipts, making it easier to manage and review spending.
- Managing Outstanding Balances: FinPlicity helps you keep track of open balances and generate statements, ensuring you stay on top of client payments.
Target Persona
- Small Business Owners
- Freelancers
- Consultants
Target Customers
- Small Business Owners – Retail, hospitality, professional services, creative industries, and more
- Graphic designers
- Writers
- IT professionals
- Startups
Key Features:
- Quote Creation: Easily generate professional quotes with your business logo, terms and conditions. Track the status of quotes and convert them into invoice at the click of a button.
- Invoice Management: Create detailed invoices quickly and efficiently and monitor payment status of each invoice.
- Expense Tracking: Record and categorize business expenses, attach receipts and other supporting documents for easy reference. Export list of expenses to analyse spending patterns and identify cost-saving opportunities.
- Income Tracking: Log all sources of income, including sales, services and other revenue streams. Export income list to track financial performance over time.
- Capture Payments: Record and match payments to corresponding invoices and track partial payments and outstanding balances
- Generate Open Balance Statement: Generate open balances statements per client providing a detailed statement of outstanding invoices.
Key Benefits:
- Timesaving: Automate repetitive tasks and reduce manual data entry, allowing you to focus on growing your business.
- Accuracy: Minimize errors with automated calculations and standardized templates.
- Visibility: Gain real-time insights into your financial health with dashboards.
- Professionalism: Impress clients with professional-looking quotes and invoices.
At a glance
Key Features:
Quote Creation
Easily generate professional quotes with your business logo, terms and conditions. Track the status of quotes and convert them into invoice at the click of a button.
Invoice Management
Create detailed invoices quickly and efficiently and monitor payment status of each invoice.
Expense Tracking
Record and categorize business expenses, attach receipts and other supporting documents for easy reference. Export list of expenses to analyse spending patterns and identify cost-saving opportunities.
Income Tracking
Log all sources of income, including sales, services and other revenue streams. Export income list to track financial performance over time.
Track Payments:
Record and match payments to corresponding invoices and track partial payments and outstanding balances
Managing Outstanding Balances
Generate open balances statements per client providing a detailed statement of outstanding invoices.
Key Benefits:
Efficiency
Reduces the time and effort required to manage quality orders.
Accuracy
Minimizes errors through automated validation and real-time data synchronization.
Visibility
Provides clear insights into quality order status and test results.
User-Focused
Ensures that the right users work on relevant order lines.
Contact Us
If you have any questions or suggestions about the Terms and Conditions, please do not hesitate to contact the Service Provider at qualitymanagementsupport@teamgenix.global
Power App Overview:
FinPlicity: Simplifying Financial Management for Small Businesses
Managing finances can be a daunting task for small businesses. To simplify the process, we have developed a comprehensive app designed to streamline financial operations, making it easier to create quotes and invoices, and capture expenses and income, and manage payments. FinPlicity is designed to be user-friendly and customizable, ensuring it meets the unique needs of your business. By integrating all financial management tasks into a single platform, you can streamline your operations and make informed financial decisions with ease.
Pain Points Addressed by the App:
- Time-consuming Manual tasks: FinPlicity automates repetitive tasks such as data entry and calculations, saving valuable time.
- Inaccurate Financial Records: By standardizing templates and automating calculations, FinPlicity reduces the risk of errors in financial documentation.
- Lack of Financial Visibility: With real-time insights and comprehensive visibility, FinPlicity provides a clear view of your business’s financial health.
- Difficulty in Tracking Payments: FinPlicity helps you monitor invoice statuses ensuring timely payments.
- Complex Expense Management: FinPlicity simplifies expense tracking by allowing you to categorize expenses and attach receipts, making it easier to manage and review spending.
- Managing Outstanding Balances: FinPlicity helps you keep track of open balances and generate statements, ensuring you stay on top of client payments.
Target Persona
- Small Business Owners
- Freelancers
- Consultants
Target Customers
- Small Business Owners – Retail, hospitality, professional services, creative industries, and more
- Graphic designers
- Writers
- IT professionals
- Startups
Key Features:
- Quote Creation: Easily generate professional quotes with your business logo, terms and conditions. Track the status of quotes and convert them into invoice at the click of a button.
- Invoice Management: Create detailed invoices quickly and efficiently and monitor payment status of each invoice.
- Expense Tracking: Record and categorize business expenses, attach receipts and other supporting documents for easy reference. Export list of expenses to analyse spending patterns and identify cost-saving opportunities.
- Income Tracking: Log all sources of income, including sales, services and other revenue streams. Export income list to track financial performance over time.
- Capture Payments: Record and match payments to corresponding invoices and track partial payments and outstanding balances
- Generate Open Balance Statement: Generate open balances statements per client providing a detailed statement of outstanding invoices.
Key Benefits:
- Timesaving: Automate repetitive tasks and reduce manual data entry, allowing you to focus on growing your business.
- Accuracy: Minimize errors with automated calculations and standardized templates.
- Visibility: Gain real-time insights into your financial health with dashboards.
- Professionalism: Impress clients with professional-looking quotes and invoices.
At a glance
Key Features:
Quote Creation
Easily generate professional quotes with your business logo, terms and conditions. Track the status of quotes and convert them into invoice at the click of a button.
Invoice Management
Create detailed invoices quickly and efficiently and monitor payment status of each invoice.
Expense Tracking
Record and categorize business expenses, attach receipts and other supporting documents for easy reference. Export list of expenses to analyse spending patterns and identify cost-saving opportunities.
Income Tracking
Log all sources of income, including sales, services and other revenue streams. Export income list to track financial performance over time.
Track Payments:
Record and match payments to corresponding invoices and track partial payments and outstanding balances
Managing Outstanding Balances
Generate open balances statements per client providing a detailed statement of outstanding invoices.
Key Benefits:
Efficiency
Reduces the time and effort required to manage quality orders.
Accuracy
Minimizes errors through automated validation and real-time data synchronization.
Visibility
Provides clear insights into quality order status and test results.
User-Focused
Ensures that the right users work on relevant order lines.
Contact Us
If you have any questions or suggestions about the Terms and Conditions, please do not hesitate to contact the Service Provider at qualitymanagementsupport@teamgenix.global
Configuration Guide:
Microsoft Dynamics 365 Finance and Operations configuration
Power Platform Environment
Step 1: Install the solution
- Create a Power Platform environment (with Dataverse) to host the solution if one does not already exist. Refer to the Create and manage environments in the Power Platform admin center page for guidance.
- Set up a new service user account in Microsoft Entra and grant this account system administrator privileges within the Power Platform environment.
- Use the service account to install the “FinPlicity” solution from the Microsoft Marketplace.
Step 2: Configure the solution
- Go to the “FinPlicity” installed solution in managed solutions and open it.
- Expand the table node and click on the table “FinPlicityConfig”.
- Add the column EnvironmentName to the table view.
- Enter the Environment Name in the field in the table.
- Expand the table node and click on the table “Company List”
- Add the column ‘Company Code’ and ‘Company Name’ to the table view
- Enter your company name and create a code ideally the first six digits of your company name and 001
Step 3: Setup users
- In Microsoft 365 admin center create a security group
- Add all users that need access to the app in the group as members
- In the Power Platform admin center, navigate to the environment where the solution is and click on See all under Security roles.
- Search for FinPlicity Security Role, click on the ellipse and click on Members and add the security created in the previous step.
- Navigate to the installed FinPlicity solution within managed solutions and open it.
- Select Apps and then choose FinPlicity
- Click on the vertical ellipse button and click on the “Share” menu item, see the image below
- Enter the name of the security group created earlier.
Please note the following:
- The user will need a Power App Premium license to access the app.
Contact Us
If you have any questions or suggestions about the Terms and Conditions, please do not hesitate to contact the Service Provider at qualitymanagementsupport@teamgenix.global.
Power Platform Environment
Step 1: Install the solution
- Create a Power Platform environment (with Dataverse) to host the solution if one does not already exist. Refer to the Create and manage environments in the Power Platform admin center page for guidance.
- Set up a new service user account in Microsoft Entra and grant this account system administrator privileges within the Power Platform environment.
- Use the service account to install the “FinPlicity” solution from the Microsoft Marketplace.
Step 2: Configure the solution
- Go to the “FinPlicity” installed solution in managed solutions and open it.
- Expand the table node and click on the table “FinPlicityConfig”.
- Add the column EnvironmentName to the table view.
- Enter the Environment Name in the field in the table.
Please note the following:
- The user will need a Power App Premium license to access the app.
Contact Us
If you have any questions or suggestions about the Terms and Conditions, please do not hesitate to contact the Service Provider at nfo@powergenix.net
Privacy Policy:
1. Introduction
TeamGenix Group Limited (“we”, “our”, “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our FinPlicity App (the “App”), available on the Microsoft Marketplace. Please read this privacy policy carefully. If you do not agree with the terms of this privacy policy, please do not access the App.
2. Information We Collect
We may collect and process the following types of information:
· Personal Data: Identifiable information such as your name, email address, phone number, and any other information you provide when using the App.
· Usage Data: Information about how you use the App, such as access times, pages viewed, your IP address, and information about the device you use to access the App.
· Customer Data: Data imported into the App by users, which may include personal or business information
3. How We Use Your Information
We use the information we collect in the following ways:
· To Provide and Maintain the App: To ensure the App functions as intended and to provide necessary support.
· To Improve the App: To understand how users interact with the App and to make improvements.
· To Communicate with You: To send administrative information, updates, security alerts, and support messages.
· For Legal Compliance: To comply with legal obligations, resolve disputes, and enforce our agreements.
4. Sharing Your Information
We do not sell, trade, or otherwise transfer your personal data to outside parties except as described below:
· Service Providers: We may share your information with third-party service providers who perform services on our behalf, such as hosting, data analysis, and customer service.
· Legal Requirements: We may disclose your information if required to do so by law or in response to valid requests by public authorities.
· Business Transfers: If we are involved in a merger, acquisition, or asset sale, your information may be transferred as part of that transaction.
5. Data Security
We implement reasonable administrative, technical, and physical security measures to protect your information from unauthorized access, use, alteration, and disclosure. However, no method of transmission over the Internet or method of electronic storage is completely secure.
6. Data Retention
We will retain your personal data only for as long as necessary to fulfill the purposes outlined in this Privacy Policy unless a longer retention period is required or permitted by law.
7. Your Data Protection Rights
Depending on your location, you may have the following rights regarding your personal data:
· Access: Request access to your personal data.
· Correction: Request correction of inaccurate or incomplete personal data.
· Deletion: Request deletion of your personal data.
· Objection: Object to our processing of your personal data.
· Restriction: Request restriction of processing your personal data.
· Portability: Request transfer of your personal data to another service provider. To exercise these rights, please contact us at info@teamgenix.global.
8. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page. You are advised to review this Privacy Policy periodically for any changes.
9. Contact Us
If you have any questions about this Privacy Policy, please contact us at: info@teamgenix.global.
Terms & Conditions:
These terms and conditions applies to the FinPlicity App (hereby referred to as “Application”) that was created by TeamGenix Group Limited (hereby referred to as “Service Provider”) as a Commercial service.
Upon downloading or utilizing the Application, you are automatically agreeing to the following terms. It is strongly advised that you thoroughly read and understand these terms prior to using the Application. Unauthorized copying, modification of the Application, any part of the Application, or our trademarks is strictly prohibited.
Any attempts to extract the source code of the Application, translate the Application into other languages, or create derivative versions are not permitted.
All trademarks, copyrights, database rights, and other intellectual property rights related to the Application remain the property of the Service Provider.
The Service Provider is dedicated to ensuring that the Application is as beneficial and efficient as possible. As such, they reserve the right to modify the Application or charge for their services at any time and for any reason.
The Service Provider assures you that any charges for the Application or its services will be clearly communicated to you. The Application stores and processes personal data that you have provided to the Service Provider in order to provide the Service. It is your responsibility to maintain the security of your device and access to the Application.
The Service Provider strongly advise against jailbreaking or rooting your device, which involves removing software restrictions and limitations imposed by the official operating system of your device. Such actions could expose your device to malware, viruses, malicious programs, compromise your device’s security features, and may result in the Application not functioning correctly or at all.
Please note that the Application utilizes third-party services that have their own Terms and Conditions. Below are the links to the Terms and Conditions of the third-party service providers used by the Application:
• Microsoft
Please be aware that the Service Provider does not assume responsibility for certain aspects. Some functions of the Application require an active internet connection, which can be Wi-Fi or provided by your mobile network provider.
The Service Provider cannot be held responsible if the Application does not function at full capacity due to lack of access to Wi-Fi or if you have exhausted your data allowance.
If you are using the application outside of a Wi-Fi area, please be aware that your mobile network provider’s agreement terms still apply. Consequently, you may incur charges from your mobile provider for data usage during the connection to the application, or other third-party charges.
By using the application, you accept responsibility for any such charges, including roaming data charges if you use the application outside of your home territory (i.e., region or country) without disabling data roaming.
If you are not the bill payer for the device on which you are using the application, they assume that you have obtained permission from the bill payer. Similarly, the Service Provider cannot always assume responsibility for your usage of the application. For instance, it is your responsibility to ensure that your device remains charged.
If your device runs out of battery and you are unable to access the Service, the Service Provider cannot be held responsible. In terms of the Service Provider’s responsibility for your use of the application, it is important to note that while they strive to ensure that it is updated and accurate at all times, they do rely on third parties to provide information to them so that they can make it available to you.
The Service Provider accepts no liability for any loss, direct or indirect, that you experience as a result of relying entirely on this functionality of the application.
The Service Provider may wish to update the application at some point. The application is currently available as per the requirements for the operating system (and for any additional systems they decide to extend the availability of the application to) may change, and you will need to download the updates if you want to continue using the application.
The Service Provider does not guarantee that it will always update the application so that it is relevant to you and/or compatible with the particular operating system version installed on your device.
However, you agree to always accept updates to the application when offered to you. The Service Provider may also wish to cease providing the application and may terminate its use at any time without providing termination notice to you.
Unless they inform you otherwise, upon any termination, (a) the rights and licenses granted to you in these terms will end; (b) you must cease using the application, and (if necessary) delete it from your device.
Changes to These Terms and Conditions The Service Provider may periodically update their Terms and Conditions.
Therefore, you are advised to review this page regularly for any changes. The Service Provider will notify you of any changes by posting the new Terms and Conditions on this page.
These terms and conditions are effective as of December 2024. Contact Us If you have any questions or suggestions about the Terms and Conditions, please do not hesitate to contact the Service Provider at info@teamgenix.global.
Support:
Please log a ticket for App support or queries
