> ## Documentation Index
> Fetch the complete documentation index at: https://docs.amdital.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Finance Module

> Invoicing, expenses, budgeting, payroll, and financial reporting.

### Overview

Finance covers the money side of the business: invoices, estimates, expense claims and
reimbursements, vendor bills, budgets, payroll, taxes/GST, chart of accounts, and profitability
reporting. It reads client data from CRM (an invoice's client/contact links back to CRM
companies/contacts) and employee data from HRMS (payroll links to employee profiles), and can
trigger Notifications on payment events.

### Where to find it

| Area | Route |
| - | - |
| Dashboard / P\&L | `/finance`, `/finance/dashboard` |
| Transactions / cash flow / revenue | `/finance/transactions`, `/finance/cashflow`, `/finance/revenue` |
| Invoices / estimates / payments | `/finance/invoices`, `/finance/estimates`, `/finance/payments` |
| Expenses / reimbursements / vendor bills | `/finance/expenses`, `/finance/reimbursements`, `/finance/vendor-bills` |
| Ledger / journal / taxes / budgeting | `/finance/ledger`, `/finance/journal`, `/finance/taxes`, `/finance/budgeting` |
| Chart of accounts / vendors / purchase orders | `/finance/accounts`, `/finance/vendors`, `/finance/purchase-orders` |
| Payroll / profitability / reports | `/finance/payroll`, `/finance/profitability`, `/finance/reports` |

### Core workflows

#### Create an invoice

1. Go to **Finance → Invoices → New invoice**.
2. Pick a **Client** (linked to your CRM company/contact records), set the **Invoice date** and
   **Due date**.
3. Add **Line items** (description, quantity, rate) — the invoice total is calculated from these.
4. Apply an optional **Discount (%)** and **Tax/GST (%)**, set the **Currency**, and add **Notes**.
5. To bill on a schedule instead of one-off, enable **Recurring** and set a **Frequency**
   (weekly, bi-weekly, monthly, quarterly, annually) and interval.
6. Invoices can also be generated directly from logged time: filter by employee, project, and
   date range to pull in a line-items preview from [Time Tracking](/docs/modules/time) entries.

#### Track and approve expenses

* **Expenses** and **Reimbursements** capture employee-submitted costs; **Vendor Bills** capture
  what the business owes suppliers.
* **Budgeting** allocates spend across categories/cost centers; **Profitability** and
  **Reports** roll everything up for review.

### Field reference — Invoice

| Field | Notes |
| - | - |
| Client | Linked CRM company/contact |
| Invoice date / Due date | Required |
| Line items | Description, quantity, rate — repeatable |
| Discount (%) / Tax-GST (%) | Optional, applied to the subtotal |
| Currency | Per-invoice |
| Recurring | Off by default; frequency + interval when enabled |
| Notes | Free text, appears on the invoice |

### Permissions

Finance is workspace-scoped; day-to-day entry (invoices, expenses) is generally available to
employees and above, with manager-or-above approval expected for anything that commits company
funds. Exact role gates are still being finalized module-wide — check with your workspace admin
for your organization's specific setup.

### Known limitations

* Role gates for individual Finance actions (who can approve vs. just submit) are still being
  standardized — don't assume a specific role boundary without checking your workspace's actual
  permission settings.


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