Company Finance in ConnectWise PSA — every tab covered, from invoices and time to agreements, work roles, and billing options.
Company Finance is the financial master record for each client in ConnectWise Manage. It lives inside the company record and controls every billing-related setting specific to that client — separate from your system-wide defaults. When invoices look wrong, payment terms don't apply, or time entries aren't billable, the answer is almost always in Company Finance.
The screen is organized into roughly 20 tabs covering the full billing lifecycle: the bill-to address, which invoice template to use, agreement defaults, work roles and work types, expense reimbursement rules, tax codes, and more. Each tab controls a distinct slice of how ConnectWise treats that client — so a misconfigured tab in one area won't always surface as an obvious error; it shows up later as a wrong rate, a missing line item, or an invoice that doesn't match your contract.
This reference is for MSP owners and billing ops staff who are configuring a new client, troubleshooting an invoice discrepancy, or just trying to understand what each setting actually does. Each guide below covers one tab: what the fields mean, how they interact with the rest of ConnectWise, and what to watch out for.