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Platform Feature

Accounting & Finance Integration

Job-linked invoicing, payment tracking, and financial reporting integrated directly with test management and job records.

Feature · Specialised Module

OMS Accounting & Finance Integration connects the financial workflow directly to test management — invoices are generated from completed job records, ensuring billing is always based on actual work performed rather than manual entry.

The module handles the full accounts receivable cycle including invoice creation, dispatch, payment recording, and aged debt management. Client-specific pricing schedules, volume discounts, and contract rates are stored and applied automatically.

Financial reports including revenue by period, client, branch, and discipline are generated in real-time from live job data — eliminating the need for separate accounting software for labs whose primary financial transactions are job-based.

What It Does

Key Capabilities

Invoice generation from completed job records with line-item detail
Client-specific pricing schedules and contract rate management
Payment recording with bank reference and date tracking
Aged receivables report with configurable ageing buckets
Monthly statement generation and automated dispatch
Revenue reporting by period, client, branch, and discipline
Credit limit management with job release holds for over-limit clients

Standards Coverage

Applicable Standards

ISO 9001:2015 ISO/IEC 17025

Ready to see Accounting & Finance Integration in action?

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