> For the complete documentation index, see [llms.txt](https://docs.coda.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.coda.co/https-coda-payments.gitbook.io-zhong-wen-coda-private-technical-documentation/coda-hou-tai/zhu-yao-gong-neng/cai-wu-bao-gao.md).

# 财务报告

本文档将指导您如何在 Finance 标签页中完成以下操作：

* 下载月度发票、采购订单及付款通知；
* 访问 Coda 财务指南，以深入了解结算及对账流程。

**请注意：** 仅限拥有 **Admin（管理员）角色** 或 **Finance（财务）角色** 的用户可访问这些页面。

如果您拥有 Publisher Portal 账号但无法访问 Finance 页面，请联系您负责的客户经理或公司财务人员申请权限。


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# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.coda.co/https-coda-payments.gitbook.io-zhong-wen-coda-private-technical-documentation/coda-hou-tai/zhu-yao-gong-neng/cai-wu-bao-gao.md?ask=<question>&goal=<endgoal>
```

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Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
