For the complete documentation index, see llms.txt. This page is also available as Markdown.

Finance Reporting

Invoices, Purchase Orders, and Payment Notices using the Publisher Portal

Dear Publisher,

Welcome! This document will guide you on how to use the Finance tab in order to download monthly invoices, Purchase Orders, and Payment notices as well as access to Coda's Finance guide to understand settlement and reconciliation processes.

Note: Invoices, POs & Payment Notices tabs can be accessed by Admin Role and Finance Role users only.

If you have access to the Publisher Portal but cannot access the Finance tabs, please contact your assigned account manager or your finance team for access.

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