Finance

Welcome to the guide dedicated to the Finance area within Dsposal's Paperwork. In this article, we'll explore the functionality of Finance and its significance in managing invoices and purchase orders.

Before you start

Before jumping into the Finance area, it's essential to understand the following key points:

• Finance is an optional area within the work module, you do not have to use the finance area.

What is the Finance Area?

The Finance area in Dsposal's Paperwork is a vital space dedicated to managing financial transactions through invoices and purchase orders. Invoices are documents used to request payment for goods or services provided, while purchase orders are documents used to order goods and services. This area serves as the primary hub for overseeing financial processes, ensuring accuracy, and maintaining financial records within Paperwork.

Completely Optional

Finance is a purely optional area of Paperwork. Whether an organisation chooses to use Finances or not comes down to the individual organisations' business logic.

The flowchart below illustrates the sequential flow within the Finance area, depicting the progression from creating purchase orders to generating invoices. Each step is interconnected, ensuring a smooth transition throughout the financial process.

This introduction provides a comprehensive overview of the Finance area within Dsposal's Paperwork, highlighting its importance and functionality in managing financial transactions effectively.

stateDiagram-v2

    purchaseOrders: Purchase Orders
    po: Purchase Order
    creditNote: Credit Note

    classDef notFocus fill:white,color:black

    [*] --> Opportunities:::notFocus
    [*] --> Sales:::notFocus
    Opportunities --> Sales:::notFocus
    Sales --> Jobs:::notFocus
    Jobs --> Finance
    state Finance {
      [*] --> Invoicing
      [*] --> purchaseOrders

      state Invoicing {
        direction LR
        [*] --> Invoice
        [*] --> Rebate
        Invoice --> creditNote
        Invoice --> [*]
        creditNote --> [*]
        Rebate --> [*]
      }

      state purchaseOrders {
        direction LR
        [*] --> po
        po --> [*]
      }
    }
    Finance --> [*]