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The Finance module in Prestartr is your central hub for managing key financial documents related to your projects and operations.
Designed to streamline your financial processes, this module brings together key financial areas into a single, easy-to-navigate space. |
The Finance module includes five key areas:
- Invoices
- Quotes
- Cost Estimates
- Purchase Orders
- Purchase Requisitions
When you first enter the Finance module, you'll land on the Invoices screen by default.
Here, you'll find a list of all invoices in the system, each displaying important details such as the invoice name, type, invoicing method, status, due date, and what the invoice is linked to. Quick action icons let you easily edit or delete any invoice.