TREFIN Mobile

TREFIN Mobile Your business, live on your phone. TREFIN Mobile connects to your TREFIN system and puts sales, purchases, stock, finance and your team's tasks in your pocket, for business owners, managers and accountants. DASHBOARD • Sales, purchases, invoices and clients for today, this week, month or year • VAT to pay for the previous and the current month • Sales trend, profit margin and expenses at a glance • Quick actions: invoice, purchase, receipt, payment, document OPERATIONS • Sales and purchase documents: create, edit and share as PDF • Offers with a validity period, shared as PDF • Customer receipts and supplier payments, allocated to open invoices • Late payments: who is past due, with a reminder in one tap • Stocktake from the phone with the barcode scanner • Item management: browse thousands of items and export them to Excel • Barcode scanning on invoice lines CLIENTS AND SUPPLIERS • One list for clients and suppliers, with search by name, tax number or phone • Contacts with call, email and map in one tap • Client and supplier ledger card with balances • New client or supplier with a duplicate check 90+ REPORTS, THE SAME AS ON THE DESKTOP • Sales, purchases, stock, price lists and production • Financial statements, trial balance, account card, financial analyses and cash flow • Cash & bank and the VAT center • Search in every report, share as PDF, favorites and recent reports shared with TREFIN desktop TO-DO • Tasks like in TREFIN desktop: My Day, important, planned • Assign tasks to colleagues and get reminders on your phone BUILT FOR EVERY DAY • Works offline with the last loaded lists • Stay signed in; switch company for accountants who manage several companies • Dark and light mode • English, Albanian, German, Macedonian, Serbian and Turkish SECURE Data is exchanged with your TREFIN system over an encrypted connection, and every user signs in with their own credentials. REQUIREMENTS • An active TREFIN software installation • User credentials provided by your organization