Finance

# Work in the Financial view

Switch the dashboard to the Financial view to work with invoices, incoming invoices, approvals and quotes per administration.

Updated October 5, 2026

**Who can do this:** The Financial platform feature and the invoice or quote permission.

The dashboard has three views: **Planning**, **Financial** and **Management**. The Financial view brings together everything finance users work with every day: outgoing and incoming invoices, approvals and quotes. You always work in one administration (one of your own companies) at a time.

## Open the Financial view

1. Open the dashboard. See [Dashboard views](/en-us/help/dashboard-views).
2. Click the view drop-down at the right of the tab bar. It shows **Planning** by default.
3. Choose **Financial**. The **Invoices** tab opens.
4. In the administration drop-down next to it, choose the administration you want to work in.
5. Click a tab to switch between lists.

Users with the account type **Finance** start in the Financial view on the **Invoices** tab every time they open the dashboard. Set the account type in [Users](/en-us/help/users).

## The tabs

| Tab                   | What it shows                                     | Shown with                                  |
| --------------------- | ------------------------------------------------- | ------------------------------------------- |
| **Invoices**          | Invoices you send to customers.                   | invoice permission                          |
| **Incoming invoices** | Invoices you receive from carriers and suppliers. | invoice permission                          |
| **Pending Approvals** | Incoming invoices waiting for your approval.      | the permission to see all pending approvals |
| **Quotes**            | Quotes you send to customers.                     | quote permission                            |
| **Incoming quotes**   | Quotes you receive from carriers and suppliers.   | quote permission                            |

Each list works like the other tables in Transportial: search, filters, columns, saved views and bulk actions. See [Filters and tables](/en-us/help/filters-and-tables).

## Choose the right administration

Invoices and quotes always belong to an administration. The lists only show the documents of the administration selected in the drop-down, and new documents are created in it. Until you choose one, Transportial uses the primary administration. See [Set up administrations](/en-us/help/administrations).

Can't find an invoice? Check the administration drop-down first. A document created in another administration does not appear in this one.

## Related views

* The **Management** view has a **Financial** dashboard with revenue and cost figures. See [Management dashboards](/en-us/help/management-dashboards).
* With My dashboards you can add **Invoices**, **Quotes**, **Pending approvals** and **Transactions** widgets to your own dashboard. See [Custom dashboards](/en-us/help/custom-dashboards).

## Related articles

* [Create, send and follow up invoices](/en-us/help/invoices)
* [Create and send quotes](/en-us/help/quotes)
* [Incoming invoices and approvals](/en-us/help/incoming-invoices-and-approvals)
* [Set up administrations](/en-us/help/administrations)

## Still need help?

Our support team is happy to answer any question about Transportial.

[Contact support](/en-us/contact)[Report an issue](/en-us/report-issue)

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Canonical page: https://transportial.com/en-us/help/financial-view