Who can do this?
- The Books · Finance
This index lists every Help Centre article written for the Finance role, in the order a Finance user typically uses them. Finance is the financial-operations role: accounting, Xero, financial exports, profit/margin, supplier-invoice reconciliation, payments, and reporting.
If you are still deciding what Finance can and cannot do, start with the Finance — Role overview.
Get set up
- Set up MFA — Turn on multi-factor authentication; required for sensitive actions.
Run the finance dashboard
- Review your Needs Your Attention items — Finance-scoped attention list (target state).
Clients
- Create and edit a client — Add new clients or update details. (Finance does not delete clients.)
Quotes
- Create and send a quote — Build and send a quote. (Quote portal sharing is included in the send action. Finance does not accept or convert quotes — that handover is for the Business Owner, Admin, or Supervisor.)
Invoicing
- Invoice management — The Finance overview of invoicing from end to end.
- Create and send an invoice — Deep-dive on creating, editing, and sending an invoice.
- Mark an invoice as paid — Record payment received outside an integrated provider.
- Push an invoice to Xero — Single push and Send all to Xero.
Xero
- Xero-related tasks — The Finance overview of every Xero workflow.
Jobs and quotes — for invoicing context
- View jobs and quotes for invoicing context — Read-only access on jobs and schedules so you can reconcile invoicing.
Timesheets and payroll
- Timesheet review — Review submitted and approved timesheets. (Finance cannot approve/unapprove — that is the Business Owner, Supervisor, or Admin.)
- Export payroll — Export approved timesheets for payroll.
Supplier invoices
- Supplier invoice review — Review and reconcile supplier invoices.
Messages
- Message a client — Use Messages for quote/job conversations.
Related guides
- Finance — Role overview
- Business Owner — Help Centre Index (cross-reference)
- Admin — Help Centre Index (cross-reference)
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