Process all of your financial data, regardless of your institution’s size. The financial COBA Finances software is very flexible and adapts easily to your situation. Simplify your institution’s financial management with its many functionalities including:
Parameterize the criteria allowing access to functionalities and data for every staff member responsible for financial management in your institution. COBA Finances is fully interoperable and integrated, so it adapts to your requirements.
Quickly and easily prepare your financial statements, whether summary or detailed, for one or more fiscal years, based on flexible parameters that meet your needs exactly.
Free up your employees from repetitive tasks by letting the financial management COBA Finances software do the bulk production of documents such as tax slips, official receipts, invoices and payment receipts.
The annual financial report generated by the COBA Finances software is presented in accordance with the Quebec Ministère de l’Éducation et de l’Enseignement supérieur (MEES) accounting system (PEC). The report can also be adapted to any other chart of accounts in use at your institution.
Manage accounts receivable easily with the integrated financial COBA Finances software. The solution allows you to adapt each account to the pupil’s family situation, automatically dividing the invoice between the responsible parents, if necessary.
Save time and resources by using the financial management COBA Finances software for your bank transmissions, such as direct deposits for your suppliers, preauthorized debits and refunds for your clients.
Meet the specific needs of clients, pupils, teachers and other users with the COBA Finances web portal. Allow your clients to consult and download their statements of account and tax slips and make payments by credit card. Decentralize your operations by authorizing staff members responsible for your institution’s financial management to consult the budget monitoring reports and product catalogue, complete purchase orders and authorize requests for payment. Allow pupils and teachers to reserve equipment and track all reservations and outstanding loans.
Eliminate repeated data entry and decrease the risk of errors, since COBA Finances was designed to integrate fully with all the software in Berger-Levrault’s COBA suite.
Adapt the structure of the COBA Finances database by adding tabs, pages or fields, based on your needs. Control predefined values and update them in bulk.
Choose the forms that best meet your needs. Invoices, statements of account, receipts, cheques, payment notifications – all the forms provided by COBA Finances are customized. Logo, number of pages, layout – you choose what you want from a catalogue and COBA Finances provides a fully customized document.
COBA | Berger-Levrault is a suite of ERP management solutions developed in North America for municipalities, educational institutions and recreation management organizations. For more than 40 years, our integrated and modular solutions have evolved to meet our customers’ needs and requirements. The COBA product suite includes fully integrated human resources, payroll, finance, school records and activities management software.
Berger-Levrault’s professional services team is there to support you: from helping to define your needs, to configuring the software, to ensuring it is fully adopted by users. Our subject matter experts are ready to help you drive efficiency, and give you better control and greater visibility over your operations.