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ERP Overview

The Enterprise Resource Planning (ERP) module handles financial operations including invoicing, expense tracking, payments, and income management.

ERP Modules

ERP Platform
├── Invoicing ← Create and send invoices
├── Estimates ← Client proposals with pricing
├── Expenses ← Track business expenses
├── Payments ← Record payment receipts
├── Income ← Track revenue streams
├── Recurring Expenses ← Auto-generated periodic expenses
└── Financial Reports ← Revenue, profit, and cash flow

Financial Dashboard

The ERP dashboard provides at-a-glance metrics:

MetricDescription
RevenueTotal income received
ExpensesTotal expenses recorded
ProfitRevenue minus expenses
OutstandingUnpaid invoice total
OverdueOverdue invoice total

Currency Support

Ever Gauzy supports multiple currencies with:

  • Organization-level default currency
  • Per-invoice currency override
  • Per-expense currency tracking
  • Exchange rate awareness