Finance Manager

The Finance Manager workspace provides Finance Managers a centralized dashboard to view and act on all relevant information related to their role.

You must add the Workspace - Finance Manager permission group on the Groups tab of the Users form to access all the widgets in the workspace.

The Finance Manager can use these widgets to view the required data:
  • My Day
  • Team Stats
  • Team Performance
  • Finance
  • On Your Radar
  • Required Actions
  • CashFlow Analysis
  • Quick Actions
  • Important Links
  • Critical Departmental KPIs