Account Management

Create, edit and view customer accounts with ease, and track customer details such as contact and billing information. Quickly access customer data and manage customer accounts with a few clicks.

Create and manage accounts, record transactions, and monitor financial performance with an intuitive interface. Automatically generate financial statements and reports with accurate, up-to-date information. Automatically reconcile accounts and detect discrepancies to prevent errors. Easily manage accounts payable and receivable with automated payment reminders. Generate and store invoices, track payments, and manage customer relationships with a single system.

Managers can stay up-to-date on customer interactions and opportunities, better understand their customers and needs, track customer complaints and feedback, and better anticipate and respond to customer issues.

Maximize Efficiency

Improve Visibility

Increase Customer Satisfaction

Enhance Collaboration

Automate manual processes to reduce time spent on mundane tasks.

Utilize workflows to ensure tasks are completed in the correct order.

Allocate resources effectively to ensure maximum productivity.

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Key Features of Account Management
with Deskera ERP.

Manage User Accounts
Easily add, remove, and edit user accounts to ensure the right people have access to the right data
Secure Data Access
Ensure data is secure and only accessible by authorized users with robust authentication and permission settings
Assign Roles
Assign roles to users to grant them the necessary rights to access and modify data
Track Account Activity
Monitor user activity to ensure all data is being used appropriately
Automate Notifications
Set up automated notifications for user accounts that need attention
Manage Groups
Create and manage groups of users to ensure efficient communication and collaboration
Generate Reports
Generate reports on user accounts and activity to track performance and usage
Set Permissions
Configure permissions to ensure users can only access the data they need
Monitor User Access
Monitor user access to ensure only authorized users are accessing the system
Analyze User Behavior
Analyze user behavior to better understand usage patterns and trends
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Run Your Business with Deskera
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Deskera Account Management