Finance

Status: Implemented; controlled by workflow

What it does

Provides COA, journals, procurement, goods receipt, supplier invoices, payments, matching, payroll postings, fixed assets, depreciation and report snapshots.

Benefits

• procure-to-pay governance
• financial source records
• report/accountability chain

Typical usage

1. Maintain COA
2. Create PR/PO
3. Receive goods
4. Register supplier invoice
5. Match/pay
6. Post payroll/assets
7. Snapshot reports

Roles

Owner, Finance manager, Authorized finance users

API families

• /api/v1/finance/coa/accounts
• /api/v1/finance/gl/journals
• /api/v1/finance/purchase-requests
• /api/v1/finance/purchase-orders
• /api/v1/finance/goods-receipts
• /api/v1/finance/supplier-invoices
• /api/v1/finance/payments
• /api/v1/finance/three-way-match
• /api/v1/finance/payroll-postings
• /api/v1/finance/fixed-assets
• /api/v1/finance/depreciation-runs
• /api/v1/finance/report-snapshots

Endpoint presence does not automatically make an endpoint a Partner API. See API → API Overview.

Configuration

• Finance permissions
• Tenant context
• Posting/procurement policy

Current limitations / release notes

Generic accounting-export integration is still a stub and must not be sold as a live accounting connector.

Related modules

Payments, Invoice, HR, Documents, Analytics