ccMonet Help Center — App

Your guide to using the ccMonet App. Manage your finances anytime, anywhere.

Invoices & Bills

• Vendor Bills — View bill details, approve or reject bills, and track payments.
• Sales Invoices — View and manage invoices for your customers, track payment status.

Procurement & Quotations

• Purchase Orders — View purchase order list and details, send to vendors, and void orders.
• Quotations — View quotation list and details, send to customers, and track e-signature confirmations.

Payments

• Payments — Record and manage payments linked to bills, invoices, and expense claims. Track payment progress.

Expense Claims

• Expense Claims — Take photos of receipts, submit expense claims for travel, meals, and transport. Get reimbursed after approval.

Finance

• Payroll — View and manage payroll records, upload payroll files, and check employee salary details.

Bank Statements

• Bank Statements — Upload bank statement files and view transaction records. Supports both regular and aggregate statements.

Contacts

• Vendors & Customers — View and manage your vendors, customers, and payees.

Products

• Products — View and manage purchase items and sales items, check product categories and linked transactions.

Approval Workflows

• Approval Workflows — Review and process pending approvals on your phone. Approve, reject, add approvers, or reassign.

Organization & Account

• Organization — Create organizations, edit basic info, and switch between organizations.
• Account & Authentication — Sign up, log in (OTP, Google, Apple), personal settings, and switch organizations.

Settings

• Integration Settings — Connect third-party services and manage Lark account linking.

Communication & Collaboration

• Chat — Talk to the AI assistant for help, or communicate with your service team through support groups with AI auto-reply and human mode switching.
• To-Do — Automatically generated reminders and pending approvals to help you stay on top of tasks.

Dashboard

• Dashboard — View your organization's financial overview with bar charts, line charts, pie charts, and more.