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The Finance module in OMBA gives you a complete picture of your company’s financial position. From the chart of accounts and general journals through to budget tracking, tax amendments, and multi-currency support, every financial transaction recorded elsewhere in OMBA — sales, purchases, banking, payroll — flows into Finance automatically.

Journal entries

Create manual journals, import from Excel, and post or reverse transactions.

Reports

Run financial statements, ageing reports, and budget-versus-actual summaries.

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What Finance covers

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How Finance connects to other modules

Every operational module in OMBA posts to the general ledger automatically:
  • Sales — invoices, refunds, and POS closures create journal entries against your sales and debtors accounts.
  • Purchases — goods received and supplier invoices post to creditors and inventory accounts.
  • Banking — deposits and withdrawals post directly to your bank and cash accounts.
  • Payroll — a payroll run creates payroll journal entries covering gross pay, deductions, and employer contributions.
  • Fixed assets — asset acquisitions and depreciation runs post to the asset and accumulated-depreciation accounts you configured on each asset class.
  • Inventory — stock adjustments and transfers post to inventory accounts.
To keep your books clean, set up your chart of accounts and fiscal year in System Administration before recording any transactions. See Configure OMBA for your business for the recommended setup order.

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Finance dashboard

Open the Finance module to see the Finance Dashboard, which displays key balances and recent activity at a glance. Use the date filter at the top to scope the view to any period.