Finance Worker Overview
Finance in myEvolv is broken out into two modules:
End user
Click the dollar signs button on the toolbar or navigate through the Finance menu
Setup
Click the Finance Setup toolbar button (dollar sign with a gear) or navigate through the Finance menu.
Before you begin
At a minimum, users working in finance will need Read Only access to the setup areas in order to troubleshoot. In addition, you may want to give your finance workers the ability to change finance setups.
Typically, the finance worker has access to other modules myEvolv that will affect how billing is processed.