Finance Overview | eso | Documentation

Finance feature is in Development and subject to change.

The Finance area covers the commercial side of your freight-forwarding operation. It is split into four sections:

Section	What it covers
Invoices	Billable charges raised against clients.
Quotes	Pre-sales cost estimates sent to clients.
Suppliers	Third-party service providers and their rate cards.
Project Financials	Revenue and cost tracking at the project level (accessible from the project overview page).

Finance Dashboard

The Finance Dashboard (/finance) provides a high-level summary of your billing activity, including outstanding invoices, recently issued invoices, and financial KPIs for your organisation.

Currency support

Quotes support multi-currency services. Each service line can have its own buy currency, and the platform converts all values to the quote’s base currency using live exchange rates so you can see total margin in a consistent currency. Invoices are issued in a single currency per invoice.