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Manage Finance
Depending on the features your company has enabled you might not have access to the Manage Finance page. If you think this is a mistake or require access please contact your line manager.
The Manage Finance page allows you to view and edit finance records, contracts, and other associated information.
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To access the Manage Finance page select the Admin menu on the navigation bar.
Click on 'Manage Finance' in the dropdown menu to open the finance page.
The pages available within your admin menu will vary depending on your permssions.
The Manage Finances page is made up of:
Navigation Tabs allowing you to navigate to the other pages of Manage Finance.
Filter Sidebar listing all of the filters available to narrow down the finance records displayed
Dashboard containing a set of widgets that will provide you with a quick overview of your finances.
Filtering Data
Use the filters on the left to filter the finance records which are included in the widgets.
Changing these filters will also affect the data displayed on the Finance Records tab.
Once a filter field has changed, the widgets will automatically update.
To reset the filters back to their original settings, click on the ‘Reset Filters’ button.
