Finance Finance manual Introduction Finance dashboard can be found under "Work" menu   Dashboard Following is an example dashboard There are several major sections;  Receivable, Customer, Payable, Supplier/Staff, Charge, Recurring-charge, Bank-account, Loan, Investment, Report, Tool. Some sections may not be available from customization   Receivable Introduction Following shows a sample window. The chapter describes features available within the window.   Create Receivable Click "New receivable" on upper right corner of receivable table Click on title of which receivable should be generated from Enter incur-date and processing quantity, then click "Create".   View Receivable Click "View" button on the right of receivable Receivable modal appears   Void Receivable   Click "Void" button on the right of receivable If no "Void" button, the receivable can not be voided. When receivable modal appears, click "Void" button to confirm   Customer Introduction Following shows a sample window. The chapter describes features available within the window.   Create Customer Click "New customer" on upper right corner of customer table Enter customer data, then click "Create".   Update Customer Click "Update" button on the right of customer Update information, then click "Update".   View Customer Click "View" button on the right of customer Customer modal appears   Customer Performance Click "View" button on the right of receivable Performance modal appears   Receive Payment Click "Receive" button on the right of customer Enter date, bank-account, received-amount, applied-amount, etc., then click "Update"   Payable Introduction Following shows a sample window. The chapter describes features available within the window.   Create Payable Click "New payable" on upper right corner of payable table Click on title of which payable should be generated from Enter process-date and processing-quantity, then click "Create".   View Payable Click "View" button on the right of payable Payable modal appears   Void Payable Click "Void" button on the right of payable If no "Void" button, the payable can not be voided. When payable modal appears, click "Void" button to confirm   Supplier / Employee Introduction Following shows a sample window. The chapter describes features available within the window.     Create Supplier Click "New supplier" on upper right corner of Supplier/Staff table Enter supplier data, then click "Create".   Update Supplier / Employee Click "Update" button on the right of supplier Update information, then click "Update".   View Supplier / Employee Click "View" button on the right of supplier Supplier modal appears     Pay Supplier / Employee Click "Pay" button on the right of Supplier / Employee Enter date, bank-account, pay-amount, etc., then click "Update"   Expense Introduction Following shows a sample window. The chapter describes features available within the window.   Create Expense Click "New expense" on upper right corner of expense table When expense modal appears, enter all information and click "Create" button. Click "+ Add line" if needed     Update Expense Click "Update" button on the right of expense If no "Update" button, the expense can not be updated. when expense modal appears, update expense data and click "Update" button Click "+ Add line" if needed   View Expense Click "View" button on the right of expense Expense modal appears   Submit Expense Click "Submit" button on the right of expense If no "Submit" button, the expense can not be submitted. When expense modal appears, click "Submit" button to confirm submission   Retract Expense Click "Retract" button on the right of expense If no "Retract" button, the expense can not be retracted. When expense modal appears, click "Retract" button to confirm retraction   Approve Expense Click "Approve" button on the right of expense When expense modal appears, click "Approve" or "Disapprove" button to confirm   Recurring Expense Introduction Following shows a sample window. The chapter describes features available within the window.   Create expense Click "Record" button on the right of recurring expense When expense modal appears, some fields are pre-filled; enter all information and click "Create" button. Click "+ Add line" if needed Manage recurring expense Click "Manage recurring charge" on upper right corner of recurring charge table Enter item, supplier, description, frequency, and validity, then click "Update". Click "+ Add line" if needed   Bank Account Introduction Following shows a sample window. The chapter describes features available within the window.   Cash Transfer Click "Transfer Cash" on upper right of the window Enter From/To account, date, and amount, then click "Submit"   View Transaction Click "View" to the right of the bank account Transaction modal appears   Reconcile Transaction Click "Reconcile" to the right of the bank account Check boxes on right of the transaction.   Click "Update" when finished.   Record Dividend Click "Record Dividend" button to right of the account Enter date, revenue/bank account, amount, etc.  Then click "Submit"   Loan Introduction Following shows a sample window. The chapter describes features available within the window.   Create loan Update loan View loan Record interest Bad debt Investment Introduction Create investment Update holding View investment Report Introduction Following shows a sample window. The chapter describes features available within the window.   Finance Report Click "Finance Statement" Enter period and currency, then click "Update"   Inventory Report Click "Inventory Report" Select date and then click "Update"   Outstanding A/P Click "Outstanding A/P" Select cut-off date and then click "Update"   Outstanding A/R Click "Outstanding A/R" Select cut-off date and then click "Update"   Tool Introduction Following shows a sample window. The chapter describes features available within the window.   Adjust inventory Click "Adjust inventory" in tool window Update unit price, select an expense account, and click "Submit"   Calculate commission Click "Calculate commission" in tool window Follow guided steps to calculate commission. Confirmed result can be converted into expense on last step.   Receivable download Click "Receivable download" in tool window Select date range, and click "Request" After progress is completed, click "Download" to download zipfile   Expense download Click "Expense download" in tool window Select date range, and click "Request" After progress is completed, click "Download" to download zipfile   Raise capital Click "Raise capital" in tool window Select date, equity account, bank account, amount, and click "Submit"