Finance

Finance opens with a workspace dashboard—paid totals, open AR, overdue exposure, directory counts, and recent invoices—then expands into sales, purchases, items, banking, taxes, and reports as you grow.

• Workspace overview: paid, open AR, overdue, and customer plus vendor counts
• Sales: customers, invoices, quotes, payments received, credit notes, retainers
• Purchases: vendors, bills, payments made, recurring bills, vendor credits
• Items, banking, time, accounting, taxes, reports, documents, compliance, and settings