Finance
Manage customers, invoicing, payments, expenses and receivables follow-up.
Finance overview
Monitor billing activity, receivables, overdue value and collections.
Start with open receivables and overdue indicators.
Open billing or payments from the overview.
Use follow-up panels to prioritize finance work.
Customers
Maintain customer and billing master data.
Create a customer before issuing invoices.
Keep contact and billing information accurate.
Use customer records as the shared source for finance workflows.
Invoices
Create, filter and follow invoices by lifecycle, customer and balance.
Click KPI cards to pivot the register.
Use header filters instead of duplicate filter rows.
Open overdue or open-balance invoices for follow-up.
Payments
Register and review incoming customer payments.
Record invoice reference, amount, date and method.
Use filters to find a payment quickly.
Verify invoice balances after payment registration.
Expenses
Record and review company expenses.
Choose the correct category and supplier.
Capture amount, date and approval status.
Use filters to separate pending and approved expenses.