HRMS & FINANCE
HRMS & Finance
A complete HR, payroll and finance platform for any corporate organization — hospitals, banks, manufacturers, NGOs, government agencies, retail chains and multi-branch enterprises. Industry-agnostic and ready to deploy.
Universal system — not limited to healthcare
22 Modules
125 Features
All industries
Live Demo
Demo access is provisioned on request. Use synthetic data only — do not upload real employee or payroll records.
Request HRMS Demo AccessHR & PAYROLL
23 features
Dashboard - Workforce analytics overview, Payroll analytics overview
Task Box - Task list, Task history
Employee self-service – key in personal details, upload documents, apply for leave, submit resignation
Recruitment - Recruitment dashboard, Requisitions (approval workflow), internal & external Job openings & job publishing, shortlisting, Interview scheduling, Candidates (pipeline, stages, recruiter assignment). Offer letters (prepare, manage, accept, PDF), employee referrals,
Employee Onboarding & Registration
Employee Lifecycle Management
Onboarding tracker
Employee digital file (HR documents)
Probation & confirmation
Leave Management – application, approval and management of all types of leave
Attendance & time management - Rota/shift management, Manage attendance (reports), Public holidays / non-working days management, Biometric devices integration
Payroll – End to end payroll creation, management, processing and reporting including payslips, KRA schedules, and reporting
Employee lifecycle
Onboarding
Employee relations - Grievance & dispute resolution, Disciplinary cases, Workplace investigations, Collective bargaining records
Exit & offboarding (resignation workflow + clearance)
Performance Management
Reports hub – Reports summary and details across all HR & Payroll functions, Audit trail
System setup configuration - departments, designations, employee types, contribution levels, and user management
HR policies (assign & acknowledge)
Ribbon navigation - customers, vendors, employees, banking, reports, app center
Favorites menu, memorized transactions, keyboard shortcuts, multi-window workspace
Calendar with to-do list, documents center, reminders, closing date control
COMPANY & FILE MANAGEMENT
4 features
New company, new from existing company, open/restore company, switch company
Second company, local backup, online backup, accountant copy, portable company file
Close company/logoff, multi-user mode, import/export data, import Excel/IIF, export IIF
Condense data, rebuild data, verify data integrity, printer setup, print forms, send forms
CHART OF ACCOUNTS & JOURNAL
4 features
Chart of accounts - create, edit, import, seed template, opening balances
Account registers, bank register accounts, tax line mappings (Kenya VAT/statutory), quick reports
General journal - create, edit, void, delete, audit history
Memorized journal entries, account listing reports
LISTS & MASTERS
5 features
Item list, fixed asset items, unit of measure (U/M) sets, class list
Currency list and multi-currency management, other names list
Customer types, vendor types, customer/vendor messages, payment terms
Payment methods, ship via, sales reps, price levels, billing rate levels
Templates, memorized transaction list, manage groups, add/edit multiple list entries
CUSTOMERS & RECEIVABLES (AR)
10 features
Customer center - create, edit, transactions, notes, open balance, quick report
Lead center - leads, convert to customer, to-do tracking
Create estimates, sales orders, sales order fulfillment worksheet
Create invoices (with edit and audit trail), enter sales receipts
Receive customer payments (with payment method), credit memos/refunds
Statement charges, create statements, assess finance charges
Invoice for time and expenses, billable time/expense tracking
Payment reminders - review/send, schedule reminders, customer groups
Import external revenue (Medico middleware API) - preview, verify, claim, book to GL
Claims department - claims dashboard, claims summary report, claims reconciliation upload
VENDORS & PAYABLES (AP)
4 features
Vendor center - create, edit, custom fields, transactions, open balance
Enter bills, pay bills, vendor credits, receipt management
Create purchase orders, receive items, enter bill for received items
1099 forms, vendor balance and aging reports
BANKING & CASH MANAGEMENT
5 features
Banking center, write checks, check register (splits, void, delete, attachments)
Make deposits, undeposited funds, transfer funds between accounts
Bank reconciliation - begin, workspace, complete, undo, discrepancy and history reports
Bank feeds center - setup connection, CSV import, accept/exclude transactions, matching rules
Loan manager, get financing, credit card charges, order checks
INVENTORY & ITEMS
3 features
Inventory center, new items, adjust quantity/value on hand
Physical inventory worksheet, build assemblies, inventory valuation reports
Item price list, sales/purchases by item reports
PLANNING & BUDGETS
3 features
Set up budgets, budget setup, activate, copy from actuals
Set up forecast, forecast setup, cash flow projector
Budget vs actual reports, forecast overview, P&L budget performance
ACCOUNTING TOOLS
5 features
Reclassify transactions, troubleshoot prior account balances
Reset all account balances, review list changes (COA, items, fixed assets, payroll items)
Write off invoices, fix unapplied customer payments and credits
Clear undeposited funds, fix unapplied vendor payments and credits
Working trial balance, adjusted trial balance
FINANCE PAYROLL LINK
3 features
Employee center (finance), enter time, turn on payroll link
Pay employees (bulk pay review), pay payslip, payroll liabilities accrual and payment
Process payroll forms and statutory filing tracker
REPORT CENTER
15 features
Report Center hub with date presets (Today, This Week, This Month, Fiscal YTD, All)
Memorized reports, scheduled reports, commented reports, process multiple reports
Medico Finance Statement Writer, QuickReport, transaction history/journal
Company and Financial - P&L (standard, detail, YTD, prev year, by class), balance sheet, cash flows
Daily cash summary, cash flow forecast, income/expense graphs, net worth graph
Customers and Receivables - A/R aging, customer balances, open invoices, collections
Sales - sales by customer/item, open sales orders, sales graph
Vendors and Payables - A/P aging, vendor balances, unpaid bills, AP graph
Purchases - purchases by vendor/item, open purchase orders
Banking - deposit detail, check detail, missing checks, reconciliation reports
Accountant and Taxes - trial balance, general ledger, journal, audit trail
VAT/tax ledger, income tax preparation/summary/detail, voided/deleted transactions
Closing date exception report, account and fixed asset listings
Budgets and forecasts reports, list reports (contacts, terms, memorized transactions)
Jobs/time/mileage reports (stubs where job costing not enabled)
FINANCE INTEGRATIONS
2 features
Medico Revenue API client - revenue import from middleware
Multi-tenant per-organization finance database, SOW acceptance test runner
TIME & ATTENDANCE PLATFORM
2 features
Schedule planner - monthly attendance calendar with shift assignment
Calendar view integrated with rota and branch filtering
BIOMETRIC DEVICES
5 features
Add/edit biometric devices with branch assignment, IP address, port (4370)
Device online/offline status, ping single device, ping all devices
Biometric Attendance API integration - test API, sync attendance, list remote API devices
Local punch store (biometric_punches) or external API mode via API Integrations settings
HR number, payroll number, and biometric device ID aligned across branches
ATTENDANCE MAPPING
3 features
Map biometric IDs to payroll/HR numbers per branch
Seed branches from payroll, sync payroll IDs, import biometric ID mapping (CSV/Excel)
Unknown biometric IDs template, mapping check and troubleshooting
ROTA & SHIFT MANAGEMENT
3 features
Rota parameters (shift definitions) - create, edit, delete shift patterns
Team roster upload and assignment, shift roster planning
Non-working days / public holidays management
ATTENDANCE OPERATIONS
4 features
Manage attendance - monthly grid with filters (branch, department, employee status)
Attendance reports hub - generate roster reports with branch and date filters
Punch data from biometric API or legacy PatCom attendance table (configurable)
Biometric hours import into payroll processing
ATTENDANCE ROSTER REPORTS
9 features
Daily attendance roster, datewise status, attendance master report/summary
All punch details, check-in summary, complete attendance summary, work duration summary
Absentee summary/datewise, late marks summary/datewise, early clock-out summary/datewise
Overtime summary/datewise/detail/master/slab/threshold, planned overtime requests
Shift roster (current and future), shift variance, shift change/swap requests
Weekly off variance/limit deviation/change requests, work from home requests
Out duty requests, pending/approved requests, attendance policy variance
Biometric vs others, attendance location summary, breaks transactions
Payroll master report, LOPR report, attendance assignments
LEAVE ROSTER REPORTS
7 features
Leave balance/credited/taken/details, consolidated leave balance, leave balance new
Leave carry forward, encashment detail, unpaid leave, leave actuarial
Comp off credited/taken/balance/detail/paidout, block leave summary
Holiday master, optional holiday summary/detail, flexible holiday dates
Leave pending/revoked requests, leave adjustments and transactions
Carry forward details/history, transferred employee leave impact, FMLA report
F&F encashment balance, actuarial report history
HR ATTENDANCE REPORTS
3 features
Employee attendance report, employee attendance regional report
All outdoor duty report, all missed punch report
Payroll biometric hours report (earnings and deductions module)
INTEGRATIONS & APIs
3 features
Biometric Attendance REST API (external middleware)
Staff attendance API endpoints - schedule planner, attendance mapping, report catalog
API Integrations settings page for biometric credentials and use-API toggle