Finding your way around Finance - Pacten Guides

2026-08-24

Finance is the widest app in the platform. It is organised into five groups, and almost every question about it is really a question about which group to open.

WHO CAN OPEN IT

Two things, not one

This is the most common support question, so it goes first.

Finance is gated more tightly than anything else in the product. Seeing it requires BOTH of the following, and holding one without the other is not enough.

A workspace role of owner or admin.
The finance label on your member record — set under Workspace Settings → Team, by opening a member and editing their labels.

Watch out

An admin without the finance label will find Finance missing, or find sections that open empty rather than telling them why. If somebody says Finance is broken, check their label before anything else — this is almost always it.

Tip

The label is deliberate. Roles decide seniority; labels decide who sees commercial and financial detail. A senior operations admin can run the whole workspace without seeing what anything costs, and that is the intended arrangement rather than an oversight.

THE FIVE GROUPS

What each is for

Pick by the question you are asking.

Receivables — money owed to you. Accounts, Invoices & docs, Payments in.
Payables — money you owe. Vendors & bills, and Inventory where goods are involved.
Cash & banking — Cash requests and the Bank register.
Accounting — Ledger & journal, and the Chart of accounts.
Reports — profit and loss, balance sheet, cash flow and the aging reports.

Overview sits above the groups as the way in. Setup sits below with the Catalog, Recurring billing and Settings.

ONE BUSINESS OR SEVERAL

The main book and named entities

Only appears if you use it.

If your workspace invoices under more than one legal entity, each document belongs to one of them, and lists can be filtered by entity. Anything raised without one belongs to the main book — your default business.

A workspace with a single business never sees any of this. The filter and the entity chips only appear once named entities exist, so the screens stay simple until you actually need the complexity.

Start with who owes you

Balances, aging and everything raised against a customer.

Accounts →