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Finance overview
The Finance area brings together financial records and payment activity in one operational workspace. Finance and accounting users use it to review and manage finance records that support the company’s financial administration.
The area includes finance records and payments. Finance records provide the basis for recording and reviewing financial information, while payment records support the tracking of payment activity.
This area is primarily used by finance and accounting users, and may also support sales, purchasing, and project teams when financial information is relevant to customer accounts, suppliers, jobs, or orders.
What you can do here
- View and manage finance records.
- Review payment records.
- Track payment activity as part of financial administration.
- Use financial records when reviewing operational and commercial transactions.
- Support financial monitoring for accounts, suppliers, projects, and jobs.
Related pages
- Payments
- Letters Of Guaranties
- Finance — Learning Path
- Principal Invoices
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