Role-based workflows

Accounts

Financial handling that sits a layer above day-to-day invoice processing — refunds, credit notes, corrections, and keeping the books straight.

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The most common starting points for this area.
Daily

Handle a refund

Request, process, and mark invoices as refunded.

See refund flow
Reference

Monthly fees

How Navigator charges plan management fees automatically.

Understand fees
Daily

Payment extracts

Generate ABA and BPAY batches for supplier payments.

Create an extract

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Organised the way your team thinks about this work.
Refunds & corrections
3 of 4 ready
Payments & extracts
1 article

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Common questions

Request a refund Monthly fee not running Invoice missing from extract All exports