Finance Operations
Record expenses, income, vendors, payments, masters, and approval rules.
Use Finance → Overview for a summary, Expenses/Incomes for employee and organization entries, Vendor payments for vendor transactions, and Master for reusable finance data.
For an expense or income enter date, category, amount, currency, tax, vendor/customer, payment method, cost centre/budget head where used, description, attachment, owner, and approval status. Vendor records use name, contact person, email/phone, tax identifier, address, payment/bank details, and active status. A transaction uses vendor, transaction date, amount, payment method/reference, invoice/document, due date, and notes. Approval rules use a rule name, request type, amount limits/conditions, ordered approvers, and active status. Reports use date range, entity/category/vendor filters, grouping, and export format.