Finance workspace

Finance + Receipts

Review invoices, payments, open balances, receipts, job costs, quote profit checks, and finance tools from one place.

Available

Finance Command Center

Review invoices, payments, open balances, receipts, job costs, and margin health.

Available

Receipt Inbox

Open the Receipt Inbox for capture, review, approval, and job-cost linking.

Available

Orders + Invoices

Review invoice actions connected to orders.

Available

Pricing / Profit Engine

Check cost, overhead, margin, and profit before finalizing quotes or orders.

Available

Quote Profit Clipboard

Review quote profit snapshots and transfer helpers.

Available

Internal Job Costs

Track internal costs without changing customer-facing quote lines.

Available

Payments Ledger

Track received, posted, partial, refunded, and review-needed payments.

Finance route map

These links show where finance tools currently live while the full finance area is being consolidated.

RouteStatus / purpose
/flowcore/admin/finance Currently plan-gated route
/flowcore/admin/payments Currently plan-gated route
/flowcore/admin/financials Existing finance body, route/status needs cleanup
/flowcore/receipts-workspace Existing receipts body, route/status needs cleanup
/flowcore/admin/invoices Missing/needs route
/flowcore/admin/orders Orders and invoice actions