Finances
Finances is where you record money coming in (quotes, invoices, purchase orders, credit notes), money going out (Expenses), and read summaries (Reports).
What Okinta covers
Okinta covers all of your operational financial management—invoicing, expenses, reports, and taxes. It is designed to simplify your day-to-day finances and work alongside your accountant.
What Okinta does not replace
Okinta is not accounting software in the legal sense. It does not produce a general ledger, double-entry accounting journals, or official annual accounts. For your legal filing obligations (balance sheet, annual accounts, tax return), we recommend sharing your data with your accountant.
Navigation
Open Finances from the left menu. The first app—Revenues—holds every customer-facing receivable document; use the dropdown inside that screen to switch between invoices, quotes, vendor purchase orders, and credit notes without leaving the page.
Switch to Expenses or Reports using the apps along the top.
Before you start
Company letterhead, tax IDs, and bank lines come from Settings → Company. Tax math and labels come from Settings → Taxes. Fix those first so PDFs and emails look right.
Disclaimer
Topics in this section
Revenues
Open Finances, stay on the Revenues app, and use the document type dropdown to switch between Invoices, Quotes, Purchase orders, and Credit notes without leaving the screen.
Open guide →Expenses
Expenses is your operational spend ledger: record what you paid, to which supplier (contact), on what date, split across line items with categories and tax, attach receipts for proof, and track whether each record is sti…
Open guide →Reports
Reports turns your Revenues and Expenses data into a dated financial snapshot and printable documents: high-level totals for the range you pick, plus one-click generated reports (tables and, where relevant, charts) you o…
Open guide →
