Module 0: Finance - Your Role

💡If you're in Finance, your role is to close the gap between work completed and cash received. You manage the full accounts function, from raising invoices and processing progress claims through to paying trades and subcontractors. Insurer payments need to be tracked, excess amounts handled correctly, and trade purchase orders reconciled against completed work. Your reporting feeds directly into how the business understands its financial position at any point in a claim. Loop Logics is where that activity is managed end to end, so you can keep both sides of the ledger accurate and the cash flowing.

Available Guides

Accounts Payable and Receivable Learn how to create an AP invoice against a purchase order, upload the attachment, submit and authorise it, sync it to your accounting software, and raise an AR invoice from an authorised estimate.

👉 Link here

Managing Excess

Learn how to collect excess on a job, update the excess amount, raise an excess AR invoice, and sync it to your accounting software.

👉 Link here

FAQ

Where do I start if I'm new to the Finance role? Start with the Accounts Payable and Receivable Guide. It covers both sides of the ledger, paying trades and invoicing your client, and the Managing Excess Guide builds on it.

Do I need to complete Loop Insurance Foundations before this training? Yes, this pathway builds on the general Loop skills covered in Foundations and focuses specifically on what the Finance role needs day to day.

Who do I contact if I need help beyond these guides? Reach out to the Loop Logics support team on 1300 566 667 or at support@looplogics.com.