# Finance

## 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

{% hint style="info" %}
Each **Status** filter displays a count of invoices inside that category, so you always know how many items need attention.
{% endhint %}

**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.

{% hint style="info" %}
The two **Totals** on the top right (Excluding Tax and Including Tax) give you a quick financial snapshot across the selected date range.<br>
{% endhint %}

**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.

{% hint style="info" %}
If an invoice status is still **Pending**/**Draft**, the sync button will remain inactive or unavailable.
{% endhint %}


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