Finance Overview

Finance

Invoice and Credit Management

Pi's Finance module provides access to supplier invoices/credits; monthly statements; reporting periods; finance coding and much more. These areas are briefly explained in this article. View the specific articles for more information.

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Dependant on your log in set up will determine the options you will see when selecting the Finance module. If you would like access to a certain area, contact the Pi Helpdesk.

Invoices & Credits

Here, you can find and view all invoices/credits sent directly from suppliers, or those you may have added for your user-managed suppliers:

Statements

Here, you have the ability to view your monthly spend, providing a consolidated summary of your supplier invoices/credits. You can view statements per site (if you have access to multiple). Alternatively, if all sites are set up to pay through the same payment method, an eB HQ account can be set up to consolidate all site statements into one:

Reporting Periods

Here, you can manage invoices/credits for your user-managed suppliers. By setting up a reporting period, you can create your own statements that contain invoices/credits for both system and user-managed suppliers. You can also reconcile your manual invoices/credits too:

Purchase Coding

Here, you can set up your finance coding (nominals and cost centres). Having completed set up, Pi will automatically apply your codes to invoices/credits. You can view spend breakdowns within statements and reporting periods, plus export coding reports for your finance package:

View the below articles to learn more.
Invoices & Credits
Statements
Reporting Periods
Purchase Coding

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