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Web App
Budgets
Reports
Invoice approvals
Sales orders
Purchase orders
Price lists and Quotations
Expenses
Finance
Finance
Manage the financial cycle of your projects: quotations, purchase and sales orders, invoice approvals, expenses, and budget reports. A complement to the projects module.
Getting started
The starting point of the purchasing and sales cycle.
https://slite.com/api/public/notes/XqZY5b3samuLFN/redirect
Price lists and Quotations
Project pricing and the supplier's proposal.
Orders and invoice approvals
From the order to the amount enabled for invoicing.
https://slite.com/api/public/notes/4aQ7m2RGbxFkd7/redirect
Purchase orders
Organize payments to your suppliers.
https://slite.com/api/public/notes/pr41d1TLRcuVAJ/redirect
Sales orders
What's agreed with the client, linked to tasks.
https://slite.com/api/public/notes/AA81e-h9oPmIM1/redirect
Invoice approvals
Amounts enabled for invoicing.
https://slite.com/api/public/notes/jCexeT9_3uo2_t/redirect
Budgets
Economic limit and consumption control.
Expenses
Team expense reporting.
https://slite.com/api/public/notes/633KBki_yJsDH3/redirect
Expenses
Logging, approval, and account balance.
Tracking
https://slite.com/api/public/notes/yxu-ydKe-Q0w1B/redirect
Reports
Budget consumed per project.