Skip to main content
Finance covers budgets, cash flow, cost reports and tax planning. Where Billing handles revenue from payers, Finance handles everything else your agency spends, owes, and reports.

​
Who can use it

Organization Admins and Finance Managers.

​
What lives here

Finance is the largest module in OfficeRidge, with 24 tabs. This documentation groups them by the job they do:

Budgets and planning

Budgets, cash flow, expenditure plans, and strategic plans.

Vendors and purchasing

Vendors, payments, invoices, supply inventory, and W-9 forms.

Cost reports and tax

Cost reports, tax prep, tax records, prep tasks, and TWC accounts.

Loans and insurance

Loans, amortization, repayment plans, and insurance policies.

Payroll setup

Pay schedules, payroll registers, wage rules, and wage notices.

​
How Finance connects to the rest of OfficeRidge

Several records exist in more than one place because more than one team needs them. Vendor business associate agreements appear here and under HIPAA compliance; insurance policies appear here and under corporate records. They are the same records, not duplicates.

​
Troubleshooting