Finance

• Accounts payable and receivable

  Record income and expenses, track due dates in Accounts Payable and Accounts Receivable, and mark what's been paid or received.

• Cash flow and opening balance

  Understand Scrumboards cash flow, how to set each bank's opening balance, and the difference between Cash and Accrual views.

• Finance documents

  Store contracts, invoices, receipts, bank statements, and tax forms in Finance › Documents, with downloads only for people with access.

• Who can see finance

  Finance only appears for people whose role allows it. See the four permissions, what each unlocks, and how the AI respects them.