KDS Finance
Bookkeeping, reimbursements and cash flow in one workspace
KDS’s internal finance workspace for ledger records, expenses, receivables, payables and forecasts. Screens use sample data only.
The business and its needs
The team needs shared visibility of income, spending and expense claims, while distinguishing records, forecast assumptions and payment provider state.
KDS’s contribution
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Built a mobile-first Traditional Chinese finance workspace.
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Organised multi-currency records, receivables, payables, reimbursements and cash flow.
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Separated ledger work from payment authorisation; case screens contain no real ledger records or payments.
How the workflow connects
The workflow illustrates the design scenario, not actual client outcomes. Publishable historical screens are unavailable.
Illustrative scenario
- Example: receipts, expense claims and forecasts are maintained separately
The system workflow
- Record income or spending, or submit an expense claim
- Review supporting documents and record status
- Review cash flow forecasts against stated assumptions
A closer look
Finance workspace demonstration, not KDS’s actual finances or real payments (Sample data)
Delivery record
- Scope and required materials confirmed
- Not yet confirmed
- First usable version
- Not yet confirmed
- Public launch
- Private system; no public entry
Delivery time is measured from confirmed scope and complete required materials. We leave durations unstated where the record is incomplete.
Improvements after delivery
No subsequent improvement record is ready for public verification yet.
