Financial management capabilities in Ever Gauzy.
Modules
Invoicing
| Feature | Description |
|---|
| Create invoices | From time logs, manual entries |
| Templates | Customizable invoice templates |
| Multi-currency | Support for 150+ currencies |
| Tax calculation | Configurable tax rates |
| Payment tracking | Track partial/full payments |
Expense Tracking
| Feature | Description |
|---|
| One-time expenses | Manual or receipt-based |
| Recurring expenses | Automated periodic costs |
| Categories | Custom expense categories |
| Approval workflow | Submit → Review → Approve |
Financial Reports
| Report | Description |
|---|
| Income vs Expenses | Revenue and cost comparison |
| Profit & Loss | Net profit over period |
| Outstanding Invoices | Unpaid invoice summary |
| Expense by Category | Expense breakdown |
| Client Revenue | Revenue per client |
| Project Profitability | Revenue vs cost per project |
Tax Configuration
- Go to Settings → Tax
- Add tax rates:
- Name (e.g., "VAT", "Sales Tax")
- Rate (e.g., 20%)
- Apply to: Products, Services, or Both
- Set default tax rate
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