Finance
This guide walks through each screen in the Finance menu of the CPD Training module: Costs, Budget Requests, Expense Categories, Invoices, Billing Stages, Contracts.
Costs
Where to find itCPD Training → Finance → Money → Costs
How to use Costs
- 1Open Costs
In the CPD Training module, open Finance in the green navigation bar, then choose Costs under Money.
- 2Review the list
The list shows these columns: ENGAGEMENT, CATEGORY, DESCRIPTION, SUPPLIER, PLANNED, ACTUAL, DOCUMENT. Use the search box and filters at the top to narrow it, and click any row to open the record.
Budget Requests
Where to find itCPD Training → Finance → Money → Budget Requests
How to use Budget Requests
- 1Open Budget Requests
In the CPD Training module, open Finance in the green navigation bar, then choose Budget Requests under Money.
- 2Review the list
The list shows these columns: BUDGET, TYPE, EVENT / VISIT, REQUESTED BY, STATUS, PENDING LINES, BUDGETED, APPROVED, PAID. Use the search box and filters at the top to narrow it, and click any row to open the record.
- 3Use the available actions
Buttons available on this screen: Settings, New field visit budget.
Expense Categories
Where to find itCPD Training → Finance → Money → Expense Categories
How to use Expense Categories
- 1Open Expense Categories
In the CPD Training module, open Finance in the green navigation bar, then choose Expense Categories under Money.
- 2Review the list
The list shows these columns: Expense category, Chart of accounts (expense account), Status. Use the search box and filters at the top to narrow it, and click any row to open the record.
- 3Use the available actions
Buttons available on this screen: Auto-map accounts, New category.
Invoices
Where to find itCPD Training → Finance → Money → Invoices
How to use Invoices
- 1Open Invoices
In the CPD Training module, open Finance in the green navigation bar, then choose Invoices under Money.
- 2Review the list
The list shows these columns: INVOICE #, CUSTOMER, DATE, DUE DATE, STATUS, TOTAL, DUE. Use the search box and filters at the top to narrow it, and click any row to open the record.
- 3Use the available actions
Buttons available on this screen: New Invoice.
Billing Stages
Where to find itCPD Training → Finance → Money → Billing Stages
How to use Billing Stages
- 1Open Billing Stages
In the CPD Training module, open Finance in the green navigation bar, then choose Billing Stages under Money.
- 2Review the list
The list shows these columns: ENGAGEMENT, STAGE, AMOUNT, TRIGGER, STATUS, INVOICE. Use the search box and filters at the top to narrow it, and click any row to open the record.
Contracts
Where to find itCPD Training → Finance → Money → Contracts
How to use Contracts
- 1Open Contracts
In the CPD Training module, open Finance in the green navigation bar, then choose Contracts under Money.
- 2Review the list
The list shows these columns: CONTRACT, RESOURCE, ENGAGEMENT, FEE, STATUS, SENT, SIGNED. Use the search box and filters at the top to narrow it, and click any row to open the record.