Guide

Finance

Who you are

You manage money. You track earnings, payments, refunds and balances; you reconcile ledgers; you handle staff commission and surveyor settlements; and you produce financial reports. How much authority you have over money-moving actions — confirming a manual payment, processing a refund — is set per firm.

What you can do

• View payments, invoices and balances across your scope: your consultancy, the whole firm, or across firms for Platform Finance.
• Record and confirm manual payments, and process refunds, as far as your configured authority allows.
• Review commission breakdowns and surveyor settlements.
• Reconcile against gateway settlements and produce reports.
• Platform Finance additionally sees subscription revenue and the commission take across all firms.

What you can’t do

• You don’t configure services, pricing rules or branding — that is an Admin.
• You don’t onboard firms, and you don’t author reports.

Getting in

Sign in at /login. Your acting role — Tenant Finance — shows in the top-left.

Your screens, step by step

1. Payments — the ledger

Your ledger of what is paid and what is due, milestone by milestone, with the gateway and method for each payment.

• Every amount is exact to the paisa. A split is computed as total minus the first part, so the parts always add back up to the total — a quotation can never fail to reconcile.
• Record or confirm a manual payment, or process a refund, where your authority allows.

When a milestone counts as settled

A milestone is settled once the things recorded against it add up to its amount. Those things include more than cash:

• cash, bank transfer and the online gateways;
• tax withheld at source, up to the firm’s share — you cannot withhold more than that;
• a write-off, which a finance role may record up to a small ceiling.

2. Commission

Gross, the platform fee, and the per-role commission slices, plus payouts.

• A refund creates a reversal slice rather than editing the original, so the ledger stays append-only and reconcilable.
• The surveyor’s share of a field-visit fee defaults to 80%. Finance screens may show the basis; the surveyor’s own screens show amounts and a running balance, never a rate.

3. Notifications

Payment receipts, refunds and reconciliation items surface here.

Platform Finance — revenue across firms

If you hold Platform Finance, you also see the platform-wide revenue console: subscription revenue plus the take-rate on the value flowing through the platform, with trends and gateway settlements. It is the same Revenue screen described in the Platform Admin manual.

Tips and gotchas

• Money is never a rounded-off decimal. Everything is held as a whole number of paisa, so amounts cannot drift by a fraction.
• Refunds reverse, never erase. A refund is recorded as a reversal entry. The original payment and its commission stay on the ledger.
• A refund needs a second person. Approval must come from a different user than the one who requested it, even where one person holds both roles.
• Cash is tracked end to end. On-site cash a surveyor or Case Manager collects is held, confirmed and banked through the system, not off the books.
• The report stays locked until the final milestone settles. There is a release override, but it needs two people and it is recorded — there is no silent unlock.
• Held entries count towards nothing. A money entry that arrives long after it was captured waits for someone to confirm it with a reason. Until then it is not in the component sum, not in cash on hand, and not in the settlement.
• Retrying is safe. A repeated payment action never double-records.

Last reviewed 2026-09-08.