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Operational Finance ​

Operational Finance helps you track day-to-day income and expense activity inside Novasis.

Tracking Income and Expenses ​

When creating a finance record, you can add information such as the transaction type, amount, status, and related customer. Saved records can be reviewed from the same area.

Novasis can show income, expense, and balance summaries based on the records you enter.

Operational finance movements

Note: Operational Finance is for day-to-day tracking. It does not replace statutory accounting or official invoicing software.

Who Can See It? ​

Visibility depends on your organization's setup and user permissions. If you cannot see Operational Finance, ask an organization administrator to review your access.