Finance
Track receivables, payments, expenses, invoices and budgets through connected records.
Open the guides below for work in this area. Use Finance on web or Business → Finance on desktop. Navigation depends on enabled modules and read access.
Modules and settings
Agreements collections and expenses
Finance teams track obligations, instalments, collections, refunds, expenses and commissions as separate records.
Agreements collections and expenses settings
Options, screen paths and defaults.
Invoices and credit notes
Finance staff draft, issue and send documents; issued lines preserve tax/address snapshots.
Invoices and credit notes settings
Options, screen paths and defaults.
Tax configuration
Finance managers set tax charging, inclusive pricing and country/class rates.
Tax configuration settings
Options, screen paths and defaults.
Budgets
Finance managers compare category spending plans with actual expenses by period and currency.
Budgets settings
Options, screen paths and defaults.
Related integrations
Open a guide for connection fields, account selection and app-specific limits.
