Finance Overview

This article will focus on the Finance feature in and how to navigate your invoices, request a copy of them and request a statement.

Access Finance by tapping Finance in the bottom bar menu.

Invoices

Located in the Finance Invoices screen, here you can see the list of the invoices in chronological order. You can filter, search and request a copy of your invoices. 

How to request an invoice? Check this article to find more information about invoices and how to request them.

Filter Invoices

Using the filter button located on the top right side of the screen, you can select/unselect options and apply to filter the invoice list.

Search Invoices

Using the magnifying glass icon you can search for invoices by order number or invoice number.

Requesting a statement

Request a statement by using the "Request a statement" button in the Finance screen.

Select company: Select the company first, statements can only be requested for one company at a time.

Select the transaction type: All transactions or open transactions.

For All Transactions: 

• Select period: For "All Transactions" period can be filtered by 1, 3 or 6 months. For example, if you have chosen 6 months and the current month is December, the earliest starting month you could choose will be June, and this will be covering from June to November. You can optionally filter either by the current financial year or last financial year.

For Open transactions:

• Select last month of the statement: The open transactions option will always bring the financial information from the year 2015, when our ERP system started to record data, to the date the user selects in this option. The month selected needs to be a complete month, if now we are in the middle of the month, you need to select the month before.

Send to email: Here the system auto-populates the email address linked to your account, you can change this email address if you want to send this information to another recipient by clicking the box and adding the new email address.