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Genesis 7: Faster Financials, Dynamic Dashboards, and More

by Danielle Borges - Marketing & Sales Director

There is more to Genesis 7 than meets the eye. This powerful financial management system offers a plethora of features that can radically transform the way your business handles financial reporting and analysis. From lightning-fast financial statements and dynamic dashboards to enhanced drill-down capabilities and multi-entity support, Genesis 7 takes financial management to a whole new level.

In this blog post, we will delve into the exciting benefits of upgrading to Genesis 7 and explore how it empowers businesses to gain deeper financial insights and make more informed decisions. Discover the world of possibilities that await as we unravel the true potential of Genesis 7 and its ability to elevate your financial operations to new heights.

Dynamic Dashboard

Radically faster financial statements with more flexibility, a Dynamic Dashboard for visual reporting on KPIs, feature enhancements, and bug fixes, and improved drill-down capabilities are among the additional benefits of upgrading to Genesis 7. The Financial Scoreboard and Business Metrics reports provide comprehensive financial insights in a single view know as the Mobley Matrix, you can see Balance sheets, Income Statements, Cash Flow Statements, and Primary Metrics (KPIS).

Explore Flexibility and Multi-Entity Support

The Dynamic General Ledger report offers the world’s most flexible and powerful general ledger reporting. It offers super-fast searching, sorting, and sub-totaling by any filter – date ranges, accounts, GL segments, customer/vendor, and more.

Genesis 7 supports multiple legal entities in one system – divisions, subsidiaries, etc. – with separate balance sheets and/or rolled up consolidated balance sheets. In addition to a Custom Dashboard that provides custom visual KPIs and SWOT analysis by your specific interest; such as customer, product group, utilization, salesperson, region, etc.

Ensuring Payment Security and Vendor Terms Options

Take advantage of Positive Pay with a CSV or Excel export to send to your bank for verification of submitted checks enabling secure payment verification.

Download your bank data and automatically reconcile in Genesis 7 for Electronic Bank Reconciliation.

MICR Check Printing is supported by Genesis 7 to aid companies that have multiple bank accounts used for checking. Using the MICR check preference, print the bank-specific information onto blank check stock, eliminating the need to have multiple pre-printed checks.

Vendor Terms Options – Genesis 7 user preference settings to age AP by the due date or document date, and to either use net terms or simply enter a due date provided by your vendor. Discount terms and dates are also supported and available discounts are automatically calculated.

Uncover Deeper Financial Insights

Quickly view your financial data by month, for a specific year and account number and/or by any GL segment options in use, and drill down capabilities to see the underlying transaction data with our Financial Inquiry Tool.

Lastly, get improved Drill Downs from financial reports to view the underlying transactions whether in the current fiscal year or historical years.

A World of Possibilities

Upgrading Genesis unlocks a world of possibilities for enhancing your user experience and maximizing the potential of your business management tools. With its intuitive interface, seamless integration, and powerful financial features, Genesis 7 empowers you to elevate your financial operations and gain deeper insights into your business’s financial health.

Danielle Borges

Marketing & Sales Director

Danielle spearheads initiatives to drive marketing, branding, growth strategies, and sales management. She holds a Bachelor of Arts degree in Business Administration and Marketing, a postgraduate degree in Digital Business, and an MBA in Data Analytics. On her time off, she treasures quality time with her family. (Danielle is an Independent Contractor working with Codence.)

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