What this tab is for
Use the Finance tab as the running ledger for the relation.
This table helps answer questions such as:
- why is the balance negative
- which movements belong to this relation
- has this item already been invoiced
Typical columns include:
- date
- category
- description
- linked invoice where relevant
- debit
- credit
When to use this tab
Use this tab for relation-specific finance follow-up. If you need the wider finance view across many relations, continue in Finance.
Good practice
- review the latest ledger lines before assuming the balance is wrong
- use the organisation-wide Finance module when the question is no longer relation-specific