Finance and accounting workspace guide

What the Finance workspace covers

Manage accounts, transactions, invoices, bills, payments, budgets, approvals and financial reporting with clearer control.

The workspace brings together chart of accounts and journals, customers, invoices and receivables, suppliers, bills and payables, payments, reconciliations and approvals, budgets, expenses and cost centres, tax and financial documents, profit, cash and management reports. Each area is connected through shared records, role-based access and operational reporting so teams can see the full path from request to outcome.

Core topics and records

Use the workspace to manage chart of accounts and journals, customers, invoices and receivables, suppliers, bills and payables, payments, reconciliations and approvals, budgets, expenses and cost centres, tax and financial documents, profit, cash and management reports. Start with the records that define your operation, then add owners, statuses, dates, documents and approval steps so the team can work from a consistent source of truth.

A typical operating workflow

Configure the chart of accounts and control roles, record invoices and bills, route approvals and payments, then use reconciliations and management reports to keep decisions grounded in current data.

Use dashboards, saved views, reports and AI & Automation entry points to reduce routine follow-up while keeping managers in control of important decisions.

Permissions, automation and reporting

Workspace access is governed by organisation membership, product entitlements and role permissions. The same tenant isolation rules apply to records, reports and AI-assisted workflows.

Once the core records are reliable, automate reminders, approvals, exception alerts and summaries that help the team act sooner without losing visibility.