Accountant
Invoices, payments and petty cash in one place - tied to projects, so profit is always real.
Owns invoices, payments, expenses, money out and petty cash. Reads projects, procurement and site records, but doesn't edit them.
Your work in Metrak, step by step
Follow the flow of a typical day. Tap any feature to learn it.
- 1
Morning: money watch
Finance Overview for overdue receivables and payables; the bell for duplicates and over-PO invoices.
- 2
Bill the client
Issue progress and retention invoices with QR verification.
- 3
Pay suppliers
Record purchase invoices (or scan them with AI), then payments and money-out vouchers.
- 4
- 5
Report
Finance → Reports by month or project; drill into any figure.
Master these first
The features that make the biggest difference for you - mark each one learned as you go.
Money in, money out and real profit - per project, per month, live.
Tax-ready invoices with a verification QR code - filled from the project.
Supplier bills checked against the PO - overbilling gets caught.
Site petty cash, finally under control - receipts, requests and settlement.
Pay suppliers, subcontractors and technicians - with a printable voucher.
How is project profit calculated in Finance?
Everything you can use
Other features that are part of your role by default. Your Admin can adjust what you can see.
Other roles
Ready to run your projects on Metrak?
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