Finance

View, filter, and manage all invoices in one place. Whether you’re issuing invoices or syncing with Xero, this page gives you a clean, at-a-glance overview of your financial activity.

Viewing and Filtering Data in Finance

The Finance page is organised into helpful sections designed to make your financial workflow feel effortless.

View and manage invoices by utilising different filters:

Invoice Status Filters

• Issued

• Unsynced

• Draft

Each Status filter displays a count of invoices inside that category, so you always know how many items need attention.

Date Range Selector

Choose the period you’d like to view. This helps you focus on invoices created, issued, or updated within a specific timeframe.

The two Totals on the top right (Excluding Tax and Including Tax) give you a quick financial snapshot across the selected date range.

Search Bar

Quickly search invoices by:

• Job name

• Client

• Invoice number

• Account Executive (AE)

Syncing Invoices to Xero

Open an Invoice (if applicable)

Clicking on the Invoice Number (No) or Invoice Name will navigate you to the invoice details, depending on your permissions.

Sync an Invoice

If an invoice is ready to sync, simply click the blue Sync button in the last column.

Once completed, you'll see a green Synced badge when it has successfully synced to Xero.

If an invoice status is still Pending/Draft, the sync button will remain inactive or unavailable.