Finance overview

Your outstanding invoices, upcoming deadlines and financial follow-up at /finance/overview.

Who can use this page

View invoices (view_invoice) or purchase orders (view_purchaseorder). Each widget requires its own permission. Invoice follow-up additionally requires Change invoices (change_invoice). Custom roles can grant these capabilities; administrators can open permitted sections. Disabled Finance modules hide these widgets.

The default overview has four widgets, limited to the work you can access:

• Receivables: five overdue issued invoices, oldest due first. Outstanding totals cover all issued, unsettled invoices across all years, including those not yet due. Remaining balances subtract recorded payments and credit notes; draft, cancelled and paid invoices are excluded.
• Coming due: five unpaid issued invoices due today or in the next seven days, earliest first. Overdue invoices appear in Receivables instead. Dates follow the organization calendar.
• Invoice follow-up: pending reminder approvals and failed scheduled emails, then draft invoices and failed invoice sends. A scheduled email and its invoice can appear separately when both need attention. Review opens the existing email workflow or invoice; approvals, sending, retries and recording payments remain there.
• Purchase orders: five late or upcoming deliveries through the next seven days, earliest expected delivery first. Draft, received and cancelled orders, and orders without an expected delivery date, are excluded. Amounts are purchase-order commitments, not payment liabilities.

Open takes you to the relevant record. Purchasing readers open the PO list filtered to that order; editors open the existing order editor. View all opens a paginated Finance queue with twenty items per page. Previous, Next and Back to overview preserve a simple navigation path. The count distinguishes shown items from the exact total.

Amounts retain their recorded currency. Totals are separated by currency; no conversion or exchange-rate assumption is applied, including when a foreign invoice has a default rate of 1. Money stays masked until you reveal it using your existing Finance PIN. Navigation does not reveal amounts.

Invoiced amounts represent issued invoices by issue date; recorded collections represent payment entries by payment date. These are different from outstanding balances. A legacy invoice marked paid has no outstanding balance but is not proof of a recorded collection. This overview does not show annual revenue, payroll cost or a payable total. Purchase orders do not track supplier settlements and cannot establish actual payment liabilities.

Use Customize to show or hide available widgets, reorder them, move them between main and side columns, or Reset to default. Finance widgets can also be selected on Home when permitted, with a Finance tag. ATS and CRM overviews offer only their own module widgets and scoped alerts. They start hidden outside Finance overview. Preferences remain separate per user, dashboard and device. On wide screens paired cards have equal height in the shared 8/4 layout; on smaller screens they stack.

Only visible Finance sections are requested, and related widgets share one request. Loading placeholders, empty messages and persistent inline Retry states distinguish missing work from a failed load. Permission denial shows an access message rather than financial data. Changing visible sections or pages clears stale results.

Needs attention alerts remains the shared, customizable alert section. See Dashboard customization.