YCB DESK
Paid, part-paid and overdue
Review invoice balances and payment status, including multiple partial payments.
MONEY & EXPENSES
See what has been invoiced, paid and spent.
Make day-to-day business financial information easier to review — without confusing imported transactions with confirmed payments.
TRACKING & CONTROL
Clear payment and spending records.
Tools designed to reduce forgotten balances and duplicated reconciliation work.
YCB DESK
Payment correction history
Distinguish correcting a mistaken manual payment from a real refund, with linked-bank cases handled through reconciliation.
YCB DESK
Business expenses
Suppliers, categories, amounts, supporting attachments and notes.
YCB DESK
Reviewed bank imports
Import supported CSV, XLSX, OFX, QIF and document formats where reliable; inspect proposed matches before confirming them.
YCB DESK
Reconciliation & duplicate prevention
Use matching suggestions with user confirmation and provenance rather than making unreviewed automatic financial changes.
YCB DESK
Accountant export
Provide period-based data and control totals suitable for review, within supported formats and permissions.