Invoices, expenses and financial tracking

For administration

• Prepare drafts
• Review line items, amounts and taxes
• View statuses and payments

Illustrative use example

An authorised action generates a draft from a completed order or approved, billable work reports. Administration reviews before issuing.

Terms of use

A draft does not mean issuing, sending, payment or automatic tax compliance.

Access depends on the role and the organisation's configuration.

Related to your work

• Field Service
• Treasury

For administration and advisers

• Organise accounting information
• Review transactions and classification
• Prepare information for advisers

Illustrative use example

At period end, administration compares income and expenses with accounting information.

Terms of use

Check the chart of accounts, outputs and closing scope. Professional review remains necessary.

Access depends on the role and the organisation's configuration.

Related to your work

• Invoicing
• My Expenses

For tax administration

• Gather data for the period
• Review line items and amounts
• Assess outputs for each obligation

Illustrative use example

The person responsible reviews a period with their adviser before filing a return.

Terms of use

Preparing data does not imply filing returns or covering all forms. Validate jurisdiction and scope.

Access depends on the role and the organisation's configuration.

Related to your work

• Accounting
• Invoicing

For finance and management

• Review incoming and outgoing payments
• View due dates
• Check the cash position

Illustrative use example

Management distinguishes what falls due this week from what has already been paid.

Terms of use

Freshness depends on the source of transactions. Universal bank connectivity is not promised.

Access depends on the role and the organisation's configuration.

Related to your work

• Invoicing
• Purchasing

For professionals and administration

• Record work expenses
• Attach receipts
• Review classification

Illustrative use example

A technician records a trip with its receipt for administrative review.

Terms of use

Approval, deductibility and reimbursement are separate decisions. Check roles and workflow.

Access depends on the role and the organisation's configuration.

Related to your work

• Accounting
• Field Service

For purchasing and service managers

• Organise suppliers
• Prepare purchases
• Review the purchasing process

Illustrative use example

The manager prepares replenishment of consumables across several sites with quantities and a supplier identified.

Terms of use

Confirm requests, orders and receipt; automatic accounting entries are not assumed.

Access depends on the role and the organisation's configuration.

Related to your work

• Resources and Assets
• Treasury