PeopleOS Help Center

Finance & expenses

Review Finance banking

Use the Finance banking workspace to review the banking information and activity available to your role.

What this does

Review the banking information and activity made available in the Finance banking workspace.

Steps

Open Banking and review the information shown for your role.
Use Payments to review payment records, or Expenses to review expense records.

Result

Banking details and available actions are specific to your organization. Handle account information according to your organization's procedures.

Related/Next guide: Review payments.