Finance Overview

The Finance group in the sidebar covers all financial operations. In the dashboard sidebar, the Finance section contains the following pages:

Dashboard menu item	Description
Invoices	Customer invoices linked to work orders
Disbursement	Pay approved expenses via bank transfer using the payment gateway
Balance	Payment gateway balance and account statement
Expenses	Record business costs (vendor invoices, operational costs)
Accounts	Chart of accounts for assets, liabilities, equity, revenue, costs, and tax

Note

Invoices are documented in the Invoices section. This section covers Accounts, Expenses, Balance, and Disbursement.

Next Steps

• Accounts
• Expenses
• Balance & Disbursements