PeridotX Services Management System
Invoices, receipts, supplier payments, and a full double-entry general ledger — in one connected system, with a live audit trail on every transaction. Built for service and contract-billing businesses that need the books right the first time.
Everything Services Management includes
A standard feature set covering the core of what PeridotX Services Management System delivers out of the box.
Service Invoicing
Multi-line invoices with per-line purchase, sale & agent commission, contract & validity tracking, and one-click PDF/Excel.
Receipts & Supplier Payments
Cash, cheque, and post-dated cheque (PDC) tracking with automatic clearance alerts.
Full Double-Entry GL
Journal, Cash Payment/Receipt, and Bank Payment/Receipt vouchers, each auto-numbered and balance-checked.
Financial Reporting Suite
Trial Balance, Profit & Loss, Balance Sheet, and customer/supplier ledgers — exportable to PDF and Excel.
Role-Based Access Control
Fine-grained permissions per role, down to Create/Edit/Approve/Print/Void on every document type.
Complete Audit Trail
Every create, edit, approval, and void is logged with user, timestamp, and IP — searchable and exportable.
Modules inside Services Management
Invoices, receipts, supplier payments, and a full double-entry general ledger — in one connected system, with a live audit trail on every transaction. Built for service and contract-billing businesses that need the books right the first time.
Service Invoicing
Customer, supplier/subcontractor, sales agent, location, contract, and validity period tracked per line, with true per-invoice gross profit.
Receipts & Supplier Payments
Cash, cheque, and PDC instruments with a dedicated clearance screen and a configurable approval step.
Full Double-Entry General Ledger
Five voucher types — JV, CPV, CRV, BPV, BRV — each balance-checked before save and fully voidable/restorable.
Financial Reporting Suite
Trial Balance with level roll-ups, P&L, Balance Sheet, Day Book, and customer/supplier ledgers, one click to PDF or Excel.
Master Data & Configuration
Customers, suppliers, agents, chart of accounts, cost centers, and financial-year controls, including a guided year-end close.
Security & Data Protection
Per-save idempotency guard against duplicate records, one-click backup with fallback handling, and a guided restore tool.
See Services Management in action
See it running on your own data
Request a live walkthrough or a trial workspace — contact your PeridotX representative for pricing and a demo.