Read the finance overview

The customer finance overview is available only where enabled. You need the Owner, Admin or Finance portal role. Monitoring cannot open it.

Review a year

1. Open Finance when it is available in your navigation.
2. Check the active organization.
3. Select the year and currency offered by the page.
4. Review product expenses, the chart and manual finance entries.

The view helps inspect recorded costs for the selected period. It is separate from the released invoice documents. It provides neither a forecast nor CSV export.

Work with manual entries

Use the offered income or expense controls where your permissions allow them. Manual entries belong to the organization and do not change a product order or its service state. Check amount, currency, date and description before saving.

Verify the result

Reopen the selected year and confirm the recorded entry or cost. If the page is absent, ask your administrator whether this optional feature is enabled. For a billing discrepancy, provide the invoice or service reference through support.