Finance & expenses
Review payments
Review recorded Finance payments and connect them to the relevant invoice or account.
What this does
Review the payments recorded in Finance and follow a payment to its related invoice or account.
Steps
Result
Use the payment status shown in PeopleOS; do not treat an invoice or receivable as proof that a payment was recorded.
Related/Next guide: Review receivables.
Related articles
- Create and manage invoicesReview invoices and use the available actions to create, edit, or open an invoice.
- Review receivablesReview amounts due from clients and use invoice details to follow up on outstanding balances.
- Review Finance bankingUse the Finance banking workspace to review the banking information and activity available to your role.