Finance User Journey

Use this path if you post accounting entries or review financial results. It focuses on the finance and report pages already in the guide.

Start with these pages

1. Roles and Access
2. Account Setup
3. Finance Overview
4. Journal Entry
5. Opening Balance
6. Expense Report
7. Budget
8. Bank Reconcile
9. Account Reports

What to learn first

• Ledger structure.
• Posting dates and accounts.
• Opening balances.
• Bank reconciliation.
• Trial balance and general ledger reports.

Example path

Start with account setup. Open a journal entry. Post one expense. Then check the trial balance and the general ledger.