AWRA Help Center

Finance work depends on clean source activity from sales, POS, procurement, inventory, billing, and integrations. When numbers look wrong, first check date range, status, filters, posting state, payment state, branch, warehouse, tax setup, and sync status before escalating.

What Finance Users Usually Do

• Review customer invoices, supplier-related documents, payments, credit notes, taxes, and account classifications.
• Monitor budgets, spending limits, payment status, approval controls, and finance reports.
• Review journals, chart of accounts, general ledger, receivables, payables, and financial reports where enabled.
• Check QuickBooks Online or accounting sync status when integrations are active.
• Help investigate report mismatches, failed payments, missing invoices, sync errors, or reconciliation differences.

First Workflows To Learn

1. Review the Finance, Accounting & Reports guide and Reports Overview.
2. Open Chart of Accounts, journals, and ledger views if available to your role.
3. Review one customer invoice and payment from creation to report visibility.
4. Review one procurement or PO flow and how it appears in finance reports.
5. Check failed payment and report mismatch troubleshooting pages.
6. Check QBO Sync if your organization uses QuickBooks integration.

Finance Review Checklist

Common Finance Issues

• A report looks wrong because the date range, branch, warehouse, or status filter is different.
• A payment is recorded but not reconciled to the expected method or reference.
• An invoice or journal is not visible because it is draft, unposted, cancelled, or outside the selected filters.
• QBO sync fails because a required account, tax, customer, item, or mapping is missing.
• Sales, POS, procurement, and finance teams use different cut-off times for reporting.