# Getting Started with Financial

_User Guide › Financial_

![Getting Started with Financial](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/da4b815b26df8712dcc1ecc3a669507c.png)
*Finance record*

Use Financial to locate and open invoice and related finance records.

## What You Can Do

- Use **Account Invoices** to access account invoice records.
- Use **Sales Invoices** to access sales invoice records.
- Use **Commission Invoices** to access commission invoice records.
- Use **All** to view all available finance records.
- Use **Upcoming** to view items scheduled for a future date or action.
- Use **Search box** to find a finance record.
- Use **Select** to open a chosen record.
- Use **edit** to update a finance record.

## First Session: Find and Open a Finance Record

1. Open the Financial area and select **All** to display finance records.
2. Enter a relevant reference, name, or other known value in the **Search box**.
3. Select the required record from the results.
4. Select **Select** to open the Finance record.

## Result

The selected Finance record opens and is ready for review or editing.

## Next Steps

- Select **Account Invoices, Sales Invoices**, or **Commission Invoices** to work with the required invoice category.
- Select **Upcoming** to review finance items requiring future action.
- Use **edit** when you need to update an open Finance record.

## Related pages

- [Financial — Overview](doc:financial-overview)
- [Payments](doc:finance-payments-edit-record)
- [Financial — Learning Path](doc:workflows-financial)
- [Bank Guaranties](doc:bank-guaranties)
- [Receivables](doc:receivables-guide)
- [Invoice](doc:finance-invoices-view-record)
- [Account Invoice](doc:finance-invoices-account-invoice-new)
- [Letters Of Guaranties](doc:finance-letters-of-guaranties-view-record)
- [Principal Invoices](doc:finance-principal-invoices-edit-record)