Finance, Tax Review & Accounting Controls
View original Order invoices, approve expenses and maintain source-linked balanced books.
Open interactive lesson and quizWhat you will learn
- Separate approval from payment
- Review jurisdiction-specific tax assumptions
- Apply credits and period locks
Your team must review Order invoices, reimburse travel and close a month while preserving original issued documents.
Lesson 1
Original Order invoices
Open Finance → Invoices to view, print or download documents already issued for Orders. Finance does not create, review or issue a second invoice. The original document number and issued snapshot remain unchanged. Manage fulfilment, payments and returns through the source Order or commerce/POS workspace. Business identity and tax configuration continue to support the source document lifecycle.
Lesson 2
Balanced and traceable books
Invoice issue debits receivables and credits sales and output tax. A verified receipt debits cash or bank and credits receivables. Expense approval debits expense and eligible recoverable input tax, then credits payables. Each source key prevents duplicate posting.
Lesson 3
Closing and corrections
Issued invoice snapshots stay fixed. Item-level returns reverse only the accepted original net value and tax. Separate Refunds and Credit notes allocate the return payable; partial credit redemptions retain their balance. Use Returns & credits for physical inspection and financial adjustments. Legacy full-invoice credits remain available for historical records. Locking books through a date prevents backdated postings. Exports are bookkeeping evidence, not acknowledged statutory filing.
Practice · Review an expense and the ledger
- Create a business expense draft with its receipt link
- Approve with the appropriate permission
- Review the balanced expense/payable journal before recording external payment