Operations & Reports

/finance finance.manage

Once invoices and expenses are flowing, this is the side of Finance that helps you run the business: getting goods out, keeping stock honest, seeing who owes whom, planning cash that hasn't moved yet, billing time, and reporting it all. Each area is its own detailed page below.

How to open it: top navigation → Finance → the Dispatch board, Warehouse, Customers & Suppliers, Planning, Time & billing, Reports or Marketplace tab. (Settings has its own 12-section guide.)

The areas

🚚

Dispatch board

Manage goods going out, stage by stage.

📦

Warehouse

Stock: on-hand, reserved, reorder; receive items.

🤝

Customers & Suppliers

Every party with finance activity; email statements.

📅

Planning

Scheduled future payments & expected receipts.

⏱️

Time & billing

Log billable time and turn it into charges.

📊

Reports

Sales/purchases journals, VAT summary, CSV export.

🏪

Marketplace

Surplus/last-stock marketplace inside Finance.

🧳

Expense cards

Team expense cards (trip/monthly/other) — submit, review, reimburse, request.