# Use the Finance overview

To use the Finance overview, start with finance access, the correct Business Account, branch, reporting period, and original financial evidence. In Admin, review finance summaries, open sales invoices, open expenses, and open VAT Recorded. Confirm the branch, period, source document, tax treatment, amount, and status before recording or exporting financial information.

Canonical URL: https://admin.tajergo.ae/help/articles/admin/finance-overview/
Article ID: finance-overview
Surface: Admin
Category: Finance
Last reviewed: 2026-09-06

## Before you start

- Finance access, the correct Business Account, branch, reporting period, and original financial evidence
- Confirm amount, tax, status, currency, and dates before recording or exporting

## Steps

1. Open /finance and confirm the active Business Account, branch, and reporting period.
2. Review the displayed finance summaries as navigation indicators, not as a substitute for source documents.
3. Choose Sales invoices, Expenses, VAT Recorded, or Accounting handoff according to the task; each opens a separate page and permission boundary.
4. Verify amounts and status in the destination before exporting, recording, or reconciling financial information.

## Expected result

Finance shows scoped summary indicators and opens the selected invoices, expenses, VAT, or accounting destination. The overview does not mutate financial records or imply that a destination’s reconciliation has completed.

## Permissions

- Finance accepts any mounted billing.read, expenses.read, reports.read, analytics.read, tax.read, or settings.read capability; each destination then applies its own guard.

## Troubleshooting

### A Finance destination or summary is unavailable.

Confirm the active branch, period, and the destination’s own billing, expense, report, tax, or settings capability. Use the source page for diagnosis; the overview cannot repair missing financial records.

### A summary differs from a destination total.

Align branch, dates, status, tax treatment, and currency, then refresh the source page once. Preserve both scopes and totals for Support; do not create a correcting transaction without source evidence.

## Related articles

- [Review sales invoices and subscription billing](https://admin.tajergo.ae/help/articles/admin/billing.md)
- [Record and manage expenses](https://admin.tajergo.ae/help/articles/admin/expenses.md)
- [Review VAT recorded](https://admin.tajergo.ae/help/articles/admin/vat-recorded.md)