Finance, Accounting And Reports Help
Use Finance and Reports to review invoices, payments, journals, budgets, ledgers, taxes, reconciliation, sync status, and management visibility.
Core Finance Areas
- Chart of Accounts: Organizes financial activity by account.
- Journals and Ledger: Help finance users review posted activity.
- AR/AP: Review customer invoices, supplier obligations, payments, and balances where enabled.
- Taxes: Confirm tax rates, tax summaries, and document tax treatment.
- Budgets: Monitor spending ceilings and approvals.
- Reports: Review operational, inventory, procurement, vendor, and financial performance.
Report Review Checklist
- Confirm the date range and filters.
- Confirm whether records are drafts, approved, posted, paid, received, or synced.
- Compare detail records before assuming the report is wrong.
- Check integration sync status if an external accounting tool is involved.
- Escalate with report name, filters, expected result, actual result, and sample record.
Support escalation
Open support guide
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Capture the module, record number, branch or warehouse, user, visible message, and what you expected to happen before contacting support.