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Finance records

Find the invoice. Follow the payment.

Give finance the details behind the amount: who approved the invoice, what happened to the payment and which reference still needs review.

Discuss your finance handoffFollow the invoice record
A finance controller reviewing records at a dual-monitor workstation
Finance has a question about a payment. Start with the invoice and the references that explain it.

Trace the amount back to the work

Finance is reviewing Northstar’s USD 3,600 design sprint with Maya Rao. The invoice, approval and payment reference give the next person a starting point.

A completed payment can still need reconciliation follow-up. Keep that open question beside the records that explain it.

Northstar · Maya Rao · NS-026

INV-2086 · USD 3,600

  1. Invoice context

    Design sprint · INV-2086

  2. Approval record

    Approved · Alex Morgan

    10 Sep 2026 · Scope checked against NS-026.

  3. Payment status

    Complete · USD 3,600

    Payment reference PAY-2086

Review reconciliation details

Provider reference needs review

PAY-2086 is recorded against INV-2086. Check the provider reference before completing reconciliation.

Payment status remains complete. The reconciliation question stays open until reviewed.

Carry the useful details into the handoff

Finance needs the invoice, amount, currency, decision and payment reference. Keep unresolved items visible when you take the records into the next system.

Available exports

Confirm the invoice and payment fields available for your setup. Preserve source references so the next review can find the original record.

Configured accounting connection

Agree the connector and field mappings during setup. Review exceptions before treating the accounting handoff as complete.

Explore reporting and reconciliation
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Contractor billing

Carry contractor and client details into the invoice handoff.

Invoice readiness

Find the required check or approval keeping a payment link on hold.

Contractor payouts

Review contractor payout requests and follow each item after submission.

Frequently Asked Questions

How can finance find the right invoice?+
Search and filter by invoice number, project, contractor, invoice or payment status, currency, and date.
What stays with an approval or hold?+
The invoice can keep the decision, reviewer, time, notes, hold status, and hold reason so the next person has the context.
What happens when reconciliation finds a mismatch?+
The incident keeps its status, reason, relevant payment references, and review history so finance can work the exception.
Can records move into our accounting system?+
Gruv has a configurable accounting sync for basic invoice and payment fields. The connector, mappings, and launch scope are confirmed during setup.

Give finance a clearer handoff

Talk through how your team finds payment records, handles exceptions and takes the results into its next system.

Discuss your finance handoff