Docs / Finance
Customer guides · Finance
Running Finance
Everything in the Finance module — invoicing, bills, payments, expenses, stock, reporting, the executive board pack, livestock cost tracking, and accountant access.
Finance Overview
A tour of the Finance command centre and where to find everything else.
Read the guide → Customer GuideInvoices & Bills
Accounts receivable and payable — create, issue, approve, pay and void.
Read the guide → Customer GuidePayments
Recording and reversing payments against invoices, bills and expense claims.
Read the guide → Customer GuideExpense Claims & Receipts
Reviewing employee claims, and turning a scanned receipt into an expense or bill.
Read the guide → Customer GuideAccounts, Contacts & Items
Your chart of accounts, customer/supplier directory, and product & service catalogue.
Read the guide → Customer GuideStock Control
On-hand inventory by warehouse, stock movements, and reorder signals.
Read the guide → Customer GuideReports & Board Pack
P&L, AR/AP aging, tax summary, and the Executive Board Pack.
Read the guide → Customer GuideLivestock Finance Bridge
Linking finance records to animals and holdings, plus formal herd valuations.
Read the guide → Customer GuideAccountant Access
Inviting an external accountant into a scoped, time-boxed view of your books.
Read the guide → Customer GuideFinance Settings
Fiscal years, currencies and tax rules — plus what's still on the roadmap.
Read the guide →