Finance & operations
Finance
Invoices and expense claims
Raise invoices for your customers, record what they pay and approve your team’s expense claims. Amounts are stored exactly, in whole minor units.
Open Finance
Opens in RIO. You will be asked to sign in if you are not already, and you see it when your role allows.
Who uses it
Finance teams, founders and managers who approve spend.
What teams do with it
Invoice a customer
Pick the CRM account, add lines and issue the invoice; the customer sees it in their portal.
Approve expenses
Employees submit claims; managers approve them and payroll reimburses them.
Record a payment
Mark invoices paid when the money arrives, then bring them into Books.
Key features
- Invoices with up to 100 lines, each with its own tax rate
- Part payments and a running balance
- Expense claims with approval; nobody reviews their own claim
- Customer portal shows sent and paid invoices
- Invoices are in US dollars only; there is no currency choice yet
- No online card or bank payments: record payments you receive