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Finance & Invoicing Layout Redesign

Changes in the Finance Module

Written by Joshua Dean
Updated this week

The Finance module has been restructured to improve navigation and usability.

What’s changed:

  • All finance-related items, such as Invoicing, Billable Entries, Recipients, NDIS Claims, Travel Claims, Reimbursements, and Timesheets, are now organised in the sidebar

  • Cleaner separation between different financial workflows

  • Faster switching between billing, claims, and timesheets

How to Access Invoicing

You can access the Invoicing module directly from the Finance section.

Steps:

  1. From the main menu, click Finance

  2. Select Invoicing from the sidebar.

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