Finance workspace—sales insights, exports, schedules

Sales views show what you sold. You can narrow by product, who rang up the sale, and dates. What each person sees depends on their role—for example a cashier may not see another branch’s full totals.
Expenses are for day-to-day spending (transport, small supplies, etc.). Use categories so end-of-month totals are clear without digging through loose notes.
Exports and scheduled reports (where your plan includes them) let you download figures or get summaries by email—useful if your accountant wants files or you do not log in every day.