Finance Guide
Complete reference for the Finance role — expenses, invoicing, employee costings, and invoice generation.
Company Expenses
Track, categorize, and analyze all organizational spending.
Expense Dashboard
Comprehensive view of all company expenses with filtering, categorization, and trend analysis.
- •Add new expenses with amount, category, date, and description
- •Categorize by type: operational, overhead, travel, misc
- •Monthly and yearly expense summaries
- •Visual charts showing spending trends over time
- •Filter by category, date range, or amount
- •Compare month-over-month spending
Active Invoicing Queue
Manage the pipeline of items ready for invoicing.
Invoicing Queue
Central queue showing all client-employee assignments that are ready for invoicing. Items appear here after timesheets are uploaded by Sales.
- •View assignments pending invoicing with client, employee, and billing period
- •Access uploaded timesheet files for verification
- •Track billing amounts and rates per assignment
- •Mark items as invoiced once the invoice is generated
- •Filter by client, billing period, or status
Recently Invoiced
Archive of recently processed invoicing items. Review completed invoices and access invoice files.
- •View invoice history with amounts and dates
- •Access generated invoice PDF files
- •Filter by client, date, or amount range
- •Track payment status (pending, paid)
Employee Costings
Detailed cost analysis for deployed workforce.
Employee Costing Management
Complete cost breakdown for each deployed employee. Essential for profitability analysis and rate negotiations.
- •View per-employee cost components: salary, visa, insurance, accommodation, transport
- •Compare total cost vs. client billing rate to calculate margin
- •Bulk view across all deployed employees
- •Edit and update cost components as they change
- •Historical costing records for trend analysis
- •Export costing data for external reporting
Invoice Generation
Create UAE-compliant tax invoices with full line-item detail.
Invoice Creation
Full-featured UAE tax invoice generator supporting custom invoices, proforma invoices, and organization-billed invoices.
- •Create invoices with from/to details, line items, and totals
- •Automatic VAT calculation (5% default for UAE mainland)
- •Support for multiple currencies: AED, USD, EUR, GBP, INR
- •Add organization profile as the invoice issuer
- •Select existing client from dropdown or enter custom billing details
- •Multi-line items with description, quantity, unit price, discount, and VAT
- •Automatic subtotal, discount, VAT, and grand total calculations
- •Notes and terms & conditions fields
- •Payment method and reference/PO number tracking
Invoice Management
View, edit, duplicate, and manage all generated invoices with status tracking.
- •Invoice statuses: Draft, Pending, Paid, Overdue, Void
- •Edit existing invoices (draft and pending)
- •Duplicate invoices for recurring billing
- •Preview invoices before sending
- •Delete draft invoices
- •Dashboard stats: total invoices, revenue, outstanding amounts
- •Search and filter by invoice number, client, or status
Organization Profiles
Configure your company's invoicing identity — company name, address, TRN, bank details, and default terms.
- •Set up multiple organization profiles (for different entities)
- •Configure default VAT rate, payment terms, and notes
- •Mark a profile as default for new invoices
- •Include company logo, TRN, and bank account details
Typical Finance Workflow
Review Expenses
Check and categorize new company expenses on the dashboard.
Process Invoicing Queue
Review assignments with uploaded timesheets, verify amounts.
Generate Invoices
Create tax invoices from the Invoice Generation tab.
Track Payments
Update invoice status as payments are received.
Analyze Costings
Review employee cost vs. billing rates for margin analysis.