Welcome to the SOFT4Factoring main dashboard—your central hub for managing all core factoring operations. Designed for clarity and efficiency, the dashboard provides real-time visibility into your processes, helping you save time and boost productivity.

Quick Navigation at the Top

At the top of the dashboard, you’ll find essential shortcuts to help you get started quickly:

• General Ledger – Set up and manage your Chart of Accounts

• Register Entries – View entries across GL, Debtor, and Vendor Ledgers

• System Setup – Configure initial system settings (typically done at project kickoff)

• Daily & Monthly Actions – Easily plan and execute your recurring tasks

• Reports – Instantly access key performance insights for your factoring business

  
  

Organized Overview of Core Factoring Activities

The main dashboard area is grouped into five key segments, giving you a clear overview of your operations:

1. Factoring Invoices – Track and manage all invoice statuses:

   • New Invoices – See amounts, fees, and details at a glance

   • Open Invoices – Stay on top of pending invoices

   • Archived Invoices – Maintain a clean audit trail
     You can also access new invoices submitted via the integrated client portal.

2. Agreements – View and monitor:

   • Active Agreements

   • Closed Agreements

   • Master Agreements

3. Debtors & Vendors – Quickly access contact lists, vendor records, and any pending approval requests.

4. Credit Limits – Get a real-time view of your credit exposure:

   • See newly assigned limits

   • Monitor expiring limits and review deadlines

5. Factoring Self-Service Portal – Empower your vendors:

   • Vendors can log in and submit invoices directly

   • New invoices are automatically integrated into SOFT4Factoring, streamlining your workflow