Finance in Biznsbook: An Overview
Finance Management is an optional add-on that sits on top of Accounting. It does not create a second set of books — it uses the same chart of accounts, journals, and financial statements, and adds the tools finance teams need to close periods, reconcile banks, and track capital assets.
Most companies start with Accounting alone. Add Finance Management when you need formal fiscal-year control, bank reconciliation, statement import, or a fixed-asset register.
What Finance adds
| Capability | What you get |
|---|---|
| Period close & controls | Fiscal years, monthly open/close, and year-end close |
| Cash management | Bank reconciliation and OCR bank statement import |
| Fixed assets | Asset categories, register, and disposal journals |
Everything else — chart of accounts, payment and journal vouchers, trial balance, P&L, balance sheet, party ledgers, and aging — is shared Accounting. See the Accounting overview for those workflows.
Before you start
| You'll need | Why |
|---|---|
| Accounting (recommended) | Base ledger, chart of accounts, and statements |
| Finance Management licensed | Unlocks Period Close & Controls, Cash Management bank tools, and fixed assets |
| View finance | Finance sidebar and list screens |
| Role permissions for each task | Fiscal year, bank reconciliation, statement import, or create journals — see permissions |
:::info Enabling the module If you don't see Finance menus yet, ask an administrator to enable Finance Management under your company modules. See Choose and enable your modules. :::
Finding your way around
When Finance Management is enabled, look under Finance & Accounting:
| Section | Screens |
|---|---|
| Period Close & Controls | Fiscal years, Accounting period manager, Year-end close |
| Cash Management | Bank reconciliation, Bank statement import |
| Fixed assets | Asset categories, Fixed assets (needs create-journal access) |
Shared Accounting screens (chart of accounts, vouchers, reports, party ledgers) appear when Accounting and/or Finance is licensed. Payment vouchers still require the Accounting module.
Where to go for how-tos
The step-by-step guides already live under Accounting — follow those instead of duplicating the work here:
| Task | Guide |
|---|---|
| Set up fiscal years and close periods | Set up fiscal years and close periods |
| Reconcile a bank account | Reconcile your bank account |
| Import a bank statement (OCR) | Import a bank statement |
| Track and dispose fixed assets | Track fixed assets |
| Chart of accounts, vouchers, reports | Accounting overview |
For a menu map of Cash Management and Period Close, see Find cash and bank tools.