Finance: money in, money out, and the books
Where invoices, bills, purchases, banking and reports live.
Quick startReviewed September 27, 2026
Finance opens on your money: owed to you, overdue, in the bank by your books, income and spending this month, and what needs you.
Money coming in
- Get paid — estimates, invoices, payments and who owes you.
- Recurring billing — invoices that repeat.
Money going out
- Spend control — purchase requests and approvals, supplier invoices, vendor visits.
- Bills and expenses — what you owe suppliers, and what you spent.
- AP inbox — supplier invoices being entered and approved.
The books
- Banking — bank accounts, imported transactions and reconciliation.
- Books — chart of accounts, journal entries, starting balances, closing.
- Reports — profit and loss, balance sheet, cash flow, aging and more.
First time? Finance settings holds your products and services, sales tax, reminders and imports.
CompliMaint records and reports your figures. It does not give accounting or tax advice.
Related
- Create and send a customer invoiceIssue an invoice, email it or print a PDF, and see when it went out.
- Enter and pay supplier billsFrom a supplier's invoice in the AP inbox to a posted, paid bill.
- Request a purchase and get it approvedPurchase requests, approvals and purchase orders in Spend control.
- The books: accounts, journals and closingWhat the Books screen holds, in plain words.