Finance area

/finance is the home for everything money-related. The main tabs:

Tab	What it shows
Dashboard	Company labor margin: hours, billable hours, revenue (billable hrs × company rate), labor cost (hrs × employee rate), gross margin %. Plus per-department rollup.
Profitability	Per-project margin (revenue − cost).
Departments	Drill-down per department × per employee — same metrics, finer grain.
Sales	Pipeline + per-deal commissions; see Sales & commissions.
Commissions	Accruals + payroll payouts.
R&D report	US §41 R&D tax credit calculation — qualified employee wages + 65% × contractor cost.
Monthly snapshots	Manual entry of AP, AR, cash on hand, MRR, revenue, expenses. Computes net income, MRR/ARR, growth %.
Inbox	AI-scanned finance mailbox; see Finance inbox.
QuickBooks	Per-entity QBO sync; see QuickBooks integration.
Entities & FX	Multi-entity rollup; see Business entities & FX.

Plus sidebar shortcuts to Employee rates (edit per-employee hourly_cost) and Billing settings (company hourly_rate, currency, timezone).

Permissions

Finance is gated by the per-employee has_finance_access flag. It is independent of role: managers and employees see nothing of Finance (no menu, 403 on direct URL) unless an admin grants the flag. Admin always has it.

To grant the flag: Manage → Employees → [person] → Edit → Module access → Grant Finance access.

A user whose only finance power comes from this flag (no manager or admin role) sees a stripped-down employee form: only hourly_cost is editable; name / role / dept / managers stay read-only.

See Roles for the full access model.

Where the dollars come from

• Revenue = billable hours × company hourly_rate (set at Billing settings).
• Labor cost = total hours × employee hourly_cost (per-person; falls back to company rate if unset).
• Gross margin = revenue − labor cost. Labor only — does not include rent, software, etc.

For the broader picture (rent, vendor bills, AR aging, cash flow, MRR/ARR growth), use the Monthly snapshots entry form, the Inbox mailbox scanner, or the QuickBooks sync.

Editing rates

• Per-employee hourly_cost — /admin/employees/<id>/edit. Admin or has_finance_access flag holders only.
• Company billing rate / currency / timezone — /admin/settings. Admin or has_finance_access flag holders only.