This article outlines the information that is available on the Finance tab of Equinox.
Note: Users require certain permissions to access information in this section of Equinox. Users can have full access, partial access, or no access to this screen. Please speak with your system Admin or the Equinox Support team to amend user permissions.
The Finance menu provides information about charges and invoices in Equinox, as well as containing many of the Finance configuration options.
The Finance Menu is split into the following sections:
Section | Description | Help Centre Article |
Bill guides & Invoices | Information about invoices and previews. | Billing and Invoicing Options |
Import/Export | Options to export charges from Equinox to third party accounting software. These options are only visible if your system uses the export functionality. | Finance Exports/Imports |
Financial Reports | Built-in system reports on charge information and analysis. | Finance Reports |
Invoice Settings | Options to customise invoice currency/VAT/display etc. | Invoice Settings |
