Overview
Finance Manager is the DawnDesk workspace for business finance records. It is protected by Google sign-in and opens finance projects/workspaces from the connected DawnDesk cloud workspace when configured.
Main Features
- Dashboard overview for finance activity.
- General Ledger, Accounts Receivable, Accounts Payable, Cash & Treasury, Budgeting, and Financial Reports.
- Fixed Assets, Tax Management, Procurement, transactions, subscriptions, debts, goals, compliance, and settings views.
- Export project action and shared finance comments where workspace sync is available.
Basic Flow
flowchart TD
Open[Open Finance Manager] --> SignIn{Signed in with Google?}
SignIn -->|No| Auth[Complete Google sign-in]
SignIn -->|Yes| Select[Open finance project]
Auth --> Select
Select --> Work[Use ledger, cash, budget, tax, or reports]
Work --> Export[Export project when needed]
Notes
- Start with Dashboard for a quick overview, then use the sidebar to move into ledgers, receivables, payables, cash, budgets, and reports.
- Finance data is workspace-oriented, so sign-in is required for protected finance access.
Detailed documentation is being prepared and will be available soon with the latest DawnDesk updates.