Finance

The finance module covers everything related to money — from customer invoicing and payment tracking to supplier cost management and financial reporting.

Sections

• Customer Documents — Invoices, quotes, and credit notes for customers
• Customer Payments — Tracking payments received from customers
• Suppliers — Managing your supplier directory
• Supplier Documents — Supplier invoices and purchase orders
• Supplier Payments — Tracking payments made to suppliers
• Bank Accounts — Configuring your bank accounts
• Currency Contracts — Managing foreign exchange contracts
• Financial Reports — Aging reports, P&L analysis, and cash flow