The Finance library manages your account-specific income accounts and general ledger tags used for invoicing and financial reporting in CrewVision.
Access this library from the left navigation under Libraries > Dispatch Management > Finance.
Overview
This is a local library that lets you define and customize the income categories (general ledger tags) specific to your business. These tags are used when creating invoices, assigning revenue, and generating financial reports.
Income Accounts Tab
This tab displays all active income accounts.
Table Columns
Title – The friendly name of the income account (example: Winter Contract Income, Pay As You Grow Weekly).
Description – A short description of what the account is used for.
Code – The internal accounting code or GL code.
Type – The category type (example: Contract, Service).
Status – Whether the account is Active or Inactive.
Action – Edit the income account.
Use the + Add New button to create additional income accounts tailored to your services and contracts. These finance tags ensure consistent accounting across all invoices and reports in CrewVision. Changes made here are immediately available when creating new invoices or financial entries.