Who can use this: Owner, Manager, Accountant — every signed-in finance user. URL / Route:
/finance/calendar(finance.calendar.index). Plan / feature gate: none — always available.
Purpose
The Finance Calendar shows your books on a month / week timeline, with every dated document plotted on the day it falls. Use it to:
- spot the days you need to invoice or pay something,
- see at a glance how dense a given week is for cash in / out,
- jump from a due date back to the underlying document.
It's read-only — a navigation surface, not a place to edit anything.
What appears on the calendar
- Invoices plotted on their due date (overdue ones are highlighted).
- Bills plotted on their due date.
- Recurring templates plotted on their next run date.
- Sales orders / Purchase orders plotted on their expected delivery date.
- Quotes plotted on their expiry date.
- Fixed-asset depreciation entries plotted on the period-end date they post on.
- Period close dates (period end + lock dates from Fiscal years and lock dates).
Each event is colour-coded by document type using the same palette as the Journal entries source chips, so AR and AP are visually distinct.
Step by step
Open the calendar
From the sidebar, click Calendar (or visit /finance/calendar).
Navigate
- The default view is the current month.
- Use the back / forward arrows to move month by month.
- Click Today to snap back to today's date.
- Switch between Month and Week views from the toolbar.
Filter what shows up
The toolbar has tickbox filters for each event type (Invoices, Bills, Recurring, POs, etc.). Untick what you don't want to see — the filter is saved in your session.
Open a document
Click any event. The calendar opens the document's detail page (e.g. an invoice's show view) so you can act on it.
Behaviour and rules
- The calendar respects your permissions. If you don't have view permission for invoices, no invoices show up — same for every other document type.
- Due-date logic. Items use the document's own "due date" or "expected" date — not the date it was created. An invoice posted on the 1st with a 30-day term shows on the 31st.
- Past-due highlighting. Anything dated before today with an unpaid / unfulfilled status is rendered in a warning colour so you can find what's slipping.
Related
- Dashboard — the home screen also surfaces upcoming dates in card form.
- Invoices, Bills, Payments — what the calendar mostly plots.
- Recurring transactions — next-run dates come from here.
- Quotes, Sales orders, Purchase orders — expiry / expected dates.
- Fixed assets — period-end depreciation dates.
- Fiscal years and lock dates — period boundaries appear on the calendar.