Finance

Financial planning & Analysis

• About Cost centers
• Cost Centers Settings: Bulk Actions and People Tab
• Custom Cost Centers in Employee Expenses
• Asking Financial Workspace questions in One
• Plan your workforce with Headcount Planning

• Financial Planning
• Headcount Planning
• Cost centers

Spending

• Introduction to Expenses
• Module Setup (Admins / HR / Finance)
• Corporate Card Management (Admins / Finance)
• For Employees: Submit Expenses
• For Approvers: Review and Manage Expenses
• For Finance Team
• Common Issues and Support
• Best Practices and Use Cases
• Technical Extras

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Procurement

• About Software
• How to set up approval flows for software cards
• About the Procurement process
• Tracking software costs with the Invoice Tracking System
• About Accounts Payable

• Payment Management
• Banking
• Vendor Management
• Module Set Up

CRM

• About Sales Invoices
• About Deals in CRM
• About Clients in CRM
• Mark Sale Invoices as Paid

Headcount Planning

• About Headcount planning
• Creating a Headcount Planning period
• Submitting headcount requests (for Headcount Planners)
• Reviewing and approving headcount requests (for Owners)
• Setting up Headcount Planning permissions
• How Headcount Planning connects to Recruitment
• Plan statuses in Headcount Planning
• Multi-currency support in Headcount Planning

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