Finance and expenses

Money & claims

Finance and expenses

Collections, receivables and recording and approving expenses.

Who uses it: Accountants and managers
Where to find it: Finance

1Overview

1
Open Finance
Go to “Finance” → “Overview”. Choose a date range.
2
Read the figures
See collections by method, refunds, approved expenses and net cash, plus receivables (open invoices) by payer and SHA receivables (open claims).

2Expenses

1
Record an expense
On the “Expenses” tab click “Record expense”. Enter the date, category, description, amount, who was paid, method and reference.
2
Approve
A manager reviews pending expenses and clicks “Approve” or “Reject”.

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