Finance & Compliance

MV

Finance & Compliance

OPERATIONAL FINANCE LAYER

Management visibility

PineX can be configured to support payroll workflows, VAT process visibility, SARS reporting preparation, approval chains, and finance oversight through a connected finance and compliance layer.

Gross Profit This Month R117 700 Front-end GP from sales
Pending Approvals 2 Deals awaiting sign-off
Docs Outstanding 7 Compliance docs needed
Active Deal Files 3 Files in progress

Payroll Visibility

Commission and staff costs

Ready

Sales Team Commission

SPIF + Gross Profit commission this month

R17655

Total Sales Payroll

Base + commission for period

R187,500

Pending Adjustments

Manual overrides awaiting approval

3

VAT Workflow

VAT process tracking

Period tracking

Input VAT (Purchases)

Stock, parts, recon costs

R95098

Output VAT (Sales)

Vehicles + F&I products

R2207

VAT Submission Due

SARS VAT201 deadline

25 May

SARS Reporting Prep

Audit-ready checklist

Preparation
Income records exported Complete
Expense claims verified Complete
IRP5 / IT3 data review Pending
Asset register reconciliation Scheduled
Dividend declarations Scheduled

Month-End Readiness

Operational checkpoints

25 days remaining
Stock valuation complete Ready
Bank reconciliations In Progress
Deal jackets pending close 2
F&I pack closure Ready
Handover financial clear Ready

Finance Approvals

Pending approval chains

2 pending

Thabo Khumalo

Pending Bank Approval

2021 Ford Ranger Wildtrak - WesBank

Amount: R499 900 R9 120/mo

Nadia Petersen

Approved

2023 Toyota Corolla Cross XS - MFC

Amount: R369 900 R6 625/mo

Willem Kruger

Docs Outstanding

2018 Nissan Navara LE - Standard Bank Vehicle Finance

Amount: R329 900 R7 240/mo

Jason Daniels

Approved

2019 Mazda CX-5 Dynamic - Absa Vehicle Finance

Amount: R299 900 R5 660/mo

Audit Trail

Recent financial actions

Active

08:42 - Ayesha Naidoo

submitted WesBank application for Thabo Khumalo

Pending Bank Approval

09:10 - Andre Steyn

updated Roadworthy status on AF-1159

Ready for Delivery

10:05 - Lerato Mokoena

added Delivery Pack note for Nadia Petersen

Copy of ID received

11:20 - Priya Govender

approved trade-in estimate for Zanele Nkosi

Settlement Figure requested

13:35 - Johan Botha

moved Musa Gumede to Negotiation

Trade-in appraisal booked

Integration Positioning

Connected systems ecosystem

PineX stays the primary operating layer. This finance and compliance visibility can connect to or work alongside payroll tools, accounting systems (Sage, QuickBooks, Xero), VAT workflow processes, and reporting preparation for a complete financial oversight solution.