Invoices, payments and financial reports

Invoices, payments and financial reports

Keep customer invoices, payments, expenses and purchasing documents linked to their source. Business accounting records are separate from your company’s subscription invoices from Ever Digital.

Follow the workflow

• Open the full document and review customer/supplier, date, currency and line totals.
• Use the supported issue or posting action only when the draft is ready.
• Record the actual payment against the correct document and currency.
• For corrections, use available cancellation, reversal or return actions with a clear reason.
• In reports, select the relevant period and currency and inspect source documents before drawing a conclusion.

Before you continue

Do not add totals from different currencies as if they were one amount. Some financial reports are intentionally company-wide for authorized finance roles; a product selection does not broaden those roles.

Your questions, answered