Finance
Bill clients, record payments and expenses, and review profitability. Finance organizes and summarizes; it is not a substitute for formal accounting.
#Articles in this category
Create an Invoice
Bill a client by creating an invoice with line items and amounts.
Send an Invoice
Send a created invoice to the client and track its status through to paid.
Record a Payment
Mark an invoice as paid so your records and reports reflect the money received.
Record & Approve an Expense
Capture business costs and approve submitted expenses so profitability reflects re
Financial Reporting & Profit Review
Review revenue, expenses, and profitability to understand how the business is perf
Still need help?
Can’t find what you’re looking for? The DevSphere OS team is happy to help.
Was this page helpful?