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Where Can I Find the Finance Module

The Finance module is accessed from "Finances" in the main sidebar. Look at the main sidebar and click "Finances" to expand it.

Steps

  1. Look at the main sidebar and click "Finances" to expand it.
  2. Choose Chart of Accounts, Journal Entries, Budgets, or Reports.
  3. Each of these opens its own dedicated page.

Good to Know

A typical workflow is: set up accounts in Chart of Accounts, record transactions in Journal Entries, then review the results in Reports.

Related Articles

  • What is Included in the Finance Module?
  • How Do I Navigate Between Financial Features?
  • What Finance Tools Are Available in Sumung?

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