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Credits

Finance tools help manage travel invoices, payments, allocations, reconciliation, and balances.

What this page covers

This page introduces the main concepts, boundaries, and workflows for credits.

Key ideas

  • Records are organisation-scoped where applicable.
  • Permissions control access.
  • Activity history records important changes.
  • Documents, notes, and tasks are available where supported.
  • Commercial and financial snapshots remain stable where required.