Enterprise Finance Overview
Audience: front-end end users
Web entry: https://web.xeromike.com
What this module is
Enterprise Finance is the sidebar group Enterprise Finance (nav id: tenant_finance_management). Under the current project (tenant) it covers the internal ledger:
- Cash accounts and balance holders
- Income / expense business records
- Receipts / payments and transfers between accounts
- Cash account entries
- Company assets, shareholders, and nested fund records
It overlaps with the separate sidebar groups Stripe Management, Bridge Management, and Finance Overview under Other, but those are not submenus of this group. See [企业财务与Stripe-Bridge关系].
How to open it
- After login, open Projects
- Expand Enterprise Finance
- Choose a submenu from the table below
![Enterprise Finance menus]
Capability list
| Sidebar menu | Handbook name | Purpose |
|---|---|---|
| Cash Accounts | Cash accounts | Bank / cash accounts and balances |
| Income & Expenses | Income and expenses | Business records (receivable / payable) |
| Receipts & Payments | Receipts and payments | Receipt / payment actions on a record |
| Account Entries | Cash account entries | Core ledger entries (can be voided) |
| Transfers | Transfers | Account A → B |
| Company Assets | Company assets | Asset register and valuations |
| Shareholders | Shareholders | Shareholders and nested fund records |