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Inspect account activity and full journals

You can inspect an account’s activity register, review the full journal behind a line item, and move through filtered history or exports. The page also shows document links, attached files, and correction history when they are available.

6 min readBusiness Manage cost centers and territories

Browse cost centers in list or tree view, filter by company, and create, edit or delete them when your current role and enabled features allow it.

4 min readBusiness Manage the chart of accounts

Use the Chart of Accounts page to review the account tree, open an account register, and manage accounts when you have the right workspace role and feature access. The register reflects the selected ledger and the date/filter scope after you apply your changes, and it can show stale data while a source check is still in progress.

6 min readBusiness Read and export financial statements

Use Financial Statements to view a Balance Sheet, Profit & Loss, or Trial Balance for the selected ledger and period, then export the report to PDF when it loads successfully. The page shows company currency and source freshness/status, so you can tell whether you are seeing a current report or a last available report while the source check is still running.

4 min readBusiness Review a month-end close

Review your month-end close by checking source freshness, transaction activity, reconciliation details, and the statements or exports you need for your close package. If something looks off, you can narrow the register, reload the report, or review the specific journal or transaction first.

3 min readBusiness Review and cancel linked postings or payments

Review the linked original posting or invoice-payment reversal before cancelling it. If a reversal is pending, keep the same saved request and use its check or continue controls to read the status again. Treat it as cancelled only when a verified cancellation result is shown.

3 min readBusiness Review currencies and FX revaluation

Review the FX revaluation preview, then create or submit the journal entry only after you confirm the posting date, the accounts included, and the totals shown. The preview uses the selected ledger’s company currency as the base for the unrealized gain or loss result, and if no valid preview rows are returned, the page shows an error and returns to idle instead of inventing a total.

4 min readBusiness Review linked journal corrections

Preview a linked correction in the Chart of Accounts journal detail view, review the proposed effect and posting date, then confirm and submit it. Review the linked command result and history. If the command is pending or running, use Resume same command where offered; revise or reopen the journal when the source or preview needs review.

4 min readBusiness Set ledger metadata preferences

Browse the Metadata Registry’s supported document types, fields and Select options. Owners and administrators can store visibility and label-override preferences for a selected document type, then reload them to verify the saved values.

3 min readAdministrators Understand posting approvals and pending results

Use the original workflow’s own preview, submit, and saved receipt to confirm whether a posting is pending, verified, or failed. This page explains how to read those states and what to do next for Chart of Accounts corrections and FX Revaluation without replaying an uncertain write as a new request.

5 min readBusiness

Browse by topic

Getting startedStart with the right workspace and access.6 guides Connections and importsConnect sources and understand synchronization.9 guides Banking and transactionsBalances, review, transfers and documents.12 guides Books and closeAccounts, journals, statements and exports.10 guides Invoices and paymentsDrafts, posting, credits and invoice delivery.6 guides Customers and suppliersParty records, summary columns and maps.3 guides Products and landed costStock, units, valuation and shipments.6 guides ReconciliationPayouts, vendor bills, returns and COGS.5 guides Reports and questionsBuild, understand, save and export reports.8 guides Personal planningSpending, baskets, goals and subscriptions.10 guides Plans and billingCurrent plans, access and billing requests.1 guides Compliance evidenceTraceability, certificates and review reports.1 guides Help and securityTroubleshooting, status and support.3 guides

Popular guides

Get started with Finanly

Get started with Finanly by signing in, then use your active workspace and available navigation to review data that matches your access. Some settings and ledger views depend on your workspace mode, role, and enabled features, and review workflows may require you to confirm changes before they are finalized.

4 min readAll workspaces Understand bank balances and freshness

Bank balances can come from a provider snapshot, a cached provider balance, or a ledger-based balance, and those values are not the same thing. This article explains how to read the balance fields, what freshness means, and why a balance may be shown as unavailable, unknown, or zero.

5 min readAll workspaces Create, review and post a sales or purchase invoice

Create a sales or purchase invoice draft and review the saved invoice before posting. If a save is unresolved and its original request remains available in recovery, use Resume existing save rather than creating another invoice. Sending or printing a posted invoice is a separate action after submission.

8 min readBusiness Manage products and read stock values

Use Products to create, edit, search, and remove inventory items in your current workspace. You can also read each item’s stock quantity, stock unit, and estimated stock cost, and tell the difference between a verified zero and a value that is unavailable.

7 min readBusiness Build an exact report in Report Studio

Build an exact report in Report Studio by choosing fields from the schema, setting rows, columns, values, and filters, then running a preview to review the current result. You can also save, load, favorite, or delete reports, and the preview uses Core-calculated totals and unit details rather than browser-side math.

8 min readAll workspaces Set up your personal planner

Set up your personal planner by entering your income sources, fixed expenses, and planner baskets, then choosing how unspent basket funds should roll over. The planner uses your current workspace settings and real account balances to estimate available to spend, so you can review planning totals before you save changes.

6 min readPersonal