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Finance covers budgets, cash flow, cost reports, tax planning, and ledgers. Where Billing handles revenue from payers, Finance handles planning, reporting, and the obligations your agency carries.

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Who can use it

Organization Admins and Finance Managers.

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What lives here

Budgets and planning

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

Cost reports and tax

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

Loans and insurance

Loans, repayment plans, and insurance policies.

Wage compliance

Wage rules and attendant wage notices.

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Vendors and Procurement moved

Vendor and purchasing records are no longer inside Finance. They are now two separate sidebar items under Financial:
  • Vendors — vendor directory, payments, and W-9 forms
  • Procurement — invoices and supply inventory

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How Finance connects to the rest of OfficeRidge

Some records appear in more than one place because more than one team needs them. Insurance policies appear here and under corporate records; they are the same records, not duplicates.

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Troubleshooting