Controls
Finance
Track payable, receivable, approvals, and operational financial documents.
Pending approval
6
Documents ready
14
Demo data. Create, edit, delete, print, and download remain disabled until the module Web API workflow and permissions are connected.
Workflow queue
Demo data| Step | Owner | Status | Document |
|---|---|---|---|
| Invoice review | Finance team | Ready | PDF / Excel |
| Payment approval | Finance team | Ready | PDF / Excel |
| Cost capture | Finance team | Ready | PDF / Excel |
| Document archive | Finance team | Ready | PDF / Excel |
Available actions
- Create voucherPermission required
- Edit approvalPermission required
- Print invoicePermission required
- Download finance reportPermission required