How to Access and Manage Financial Documents

Learn how to navigate the Financials area and manage financial documents like budgets, audits, and reports.

Accessing financials

Click Financials in the navigation menu.

Uploading financial documents

1. Click New Financial Document.
2. Select to upload from your device or copy from another area in Govenda.
3. Choose the file to upload.
4. Enter a document title, statement end date, and optionally the type of document.
5. Optionally select groups that can access this document.
6. Click Add Financial Document