Finance
Accounts, transactions, reports, tax configuration, subscriptions, and financial controls.
Finance documentation covers workspace financial configuration, reporting, tax setup, billing logic, and reconciliation workflows.
Finance areas
- Accounts and transactions capture financial activity.
- Reports summarize operating performance and period-level results.
- Tax configuration controls invoice and compliance behavior.
- Subscription and billing state determine paid capability access.
Support guidance
For finance issues, include the workspace, currency, affected report or invoice, expected totals, actual totals, and the date range being reviewed.