FINANCE & BILLING

What this section is

Finance & Billing contains the pages used to manage subscriptions, transactions, payroll settings, and pay processing.

Who uses this section

• Payroll staff
• Admin/finance users
• Supervisors or managers with billing access

When to use this section

• During payroll cycles
• When reviewing subscriptions/orders/payments
• At billing period close
• When updating payroll configuration

What this section is for

Use this section to keep financial records accurate and complete, and to ensure payroll and billing workflows run on time.

Pages in this section

• Subscriptions: Manage recurring subscription records.
• Orders: Review order history and commercial transactions.
• Payments: Track payment activity and outcomes.
• Payroll Settings: Configure payroll rules and defaults.
• Payroll Hub: Operate payroll workflows.
• Pay Runs: Create and manage pay run cycles.

How these pages work together

1. Confirm commercial records in Subscriptions, Orders, and Payments.
2. Maintain payroll configuration in Payroll Settings.
3. Process payroll tasks through Payroll Hub.
4. Execute and review pay periods in Pay Runs.

Connections

Finance & Billing connects directly to:

• Timesheet and workforce records
• Subscription and transaction systems
• Reporting and audit records
• Operational planning and compliance controls

Common mistakes

• Running payroll with incomplete approvals or timesheets
• Using outdated payroll settings
• Ignoring failed or pending payment statuses

Quick tips

• Check finance statuses before each payroll cycle.
• Keep payroll settings reviewed and current.
• Resolve exceptions early to avoid cutoff delays.