***

title: Finance Overview
description: An introduction to the Finance area — quotes, invoices, suppliers, and project-level financials.
---------------------

For clean Markdown of any page, append .md to the page URL. For a complete documentation index, see https://docs.esoapp.co.uk/guides/financials/llms.txt. For full documentation content, see https://docs.esoapp.co.uk/guides/financials/llms-full.txt.

<Warning>
  Finance feature is in Development and subject to change.
</Warning>

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

| Section                                   | What it covers                                                                              |
| ----------------------------------------- | ------------------------------------------------------------------------------------------- |
| [Invoices](/guides/financials/invoices)   | Billable charges raised against clients.                                                    |
| [Quotes](/guides/financials/quotes)       | Pre-sales cost estimates sent to clients.                                                   |
| [Suppliers](/guides/financials/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.