The Finance section is where an Agency tracks money moving in both directions inside wxrks: Payables (what you owe vendors and linguists for completed work) and Receivables (what your clients owe you), including the Ready to Invoice queue of delivered projects still waiting to be billed. This article is a tour of that day-to-day Finance area — for how billing itself gets configured per Organizational Unit (auto-billing, invoicing type, taxes, price lists), see the related articles at the end.
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💡 Who is this for? This guide is for Account Admins and Project Managers who need to review, approve, and process the Agency's Payables and Receivables within the wxrks platform.

On the left sidebar, click Finance to expand it, then choose Payables or Receivables.
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Account Admins always have access to both pages. Anyone else needs the Payables/Receivables permissions granted on their own user profile first — open People > Users, select the user, open their Permissions tab, and grant the relevant items under the Accounting permission category. See All about wxrks roles for the full list of permission categories and what each one unlocks.

The Payables area centralizes the Agency's outgoing payments — visibility into what's owed to vendors, suppliers, and linguists, and control over getting them paid. It has two tabs: Payables (the list itself) and Payable Actions (generating new Payables in bulk).

The card at the top shows the Agency's total outstanding amount. Below it, the Payable list shows, per row: Payable Number (an automatically-generated reference), User (the vendor being paid), Creation Date and Due Date, Total Jobs, Profitability, Net Amount, Status, a Document column for the vendor's receipt, and any Custom Fields your account has added to Payables. Use the search field and filter icon to narrow the list by User, Missing Accounting, date range, or Status.
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Clicking a Payable opens its full detail — total jobs, overall profitability, tax amount, related Project IDs, and payment method.

The ⋮ menu on a row opens actions for that specific Payable, and the options offered depend on its current status — a Pending Approval Payable can be Approved, Marked as Paid, Cancelled, or reverted to an earlier status, while a Ready Payable offers Make Payment instead of Approve. Upload Document and Download Payable manage the vendor's receipt.
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Select multiple rows with the checkboxes to run Make Payment, Approve, Mark as Paid, or Cancel Payable on a whole batch at once instead of one Payable at a time.

This tab generates new Payables in bulk, grouped by Account, Vendor, or a Custom Field — all three views work the same way, so switching between them doesn't change the process. Set your filters and click Generate payables to create every matching Payable in one action. An Import panel is also available to upload a spreadsheet and create multiple Payables at once from it.
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The Receivables area centralizes the Agency's incoming payments — the invoices you've sent and the projects still waiting to be invoiced. It has two tabs: Receivables (invoices already created) and Ready to Invoice (delivered projects that aren't invoiced yet).

Each row shows the Receivable's Number, its Contact (the Organizational Unit and requester), any Purchase Order reference, the number of Installments, Creation Date and Due Date, Net Amount, Status, and any Custom Fields. Use the filter icon to search by Receivable Number, Project, Purchase Order, Organizational Unit, date range, or Status.
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Clicking a Receivable opens its full detail: total amount, tax amount, net amount, and every Project ID it covers.

The row actions menu again adapts to status — a fully Paid Receivable only offers Download Receivable, while one still awaiting payment also offers Mark As Paid and Cancel Receivable. Select multiple rows to mark or cancel several Receivables at once.
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This tab lists every delivered project that hasn't been invoiced yet — Project name and ID, Contact, Purchase Order, Source/Target languages, Creation, Due, and Delivery dates, and the invoiceable Amount. Once a project's Receivable is created here, it moves to the Receivables tab above.
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Select one or more projects (they must share the same Organizational Unit) and click Create Receivable to open the New Receivable form: Organizational Unit and Contact (the requester, who must have the Client role), an optional Memorandum pulled from the Organizational Unit, First Due Date, Purchase Order, any Taxes to deduct, and whether to split the Receivable into Single or Multiple installments — choosing Multiple adds its own sub-options for how many installments, the interval between them, and whether to invoice only the first one or spread the amount evenly. Use User's Account Info lets you build this one Receivable from the logged-in user's own account details instead of the Organizational Unit's defaults. Totals update live as you fill in the form.
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You can also select projects and click the XLSX button to export the list without creating any Receivables.