Finance

Manage salaries, policies, invoices, resource requests, and financial reports.

Region Scope for Salary Management

Salary management is region scoped. A finance or admin user only sees, creates, edits, approves, pays, rejects, deletes and auto-generates salaries for members in their own effective region.

The scope is resolved from the actor's regionLabel, falling back to the main office when unset. It applies to:

GET /api/finance — the members picker, the salaries list, the pending counts, and the cycle-day auto-generation all use the same scope.
POST /api/finance — calculate-salary, generate-salary and edit-salary.
PATCH /api/finance — the salary status updates.
/api/finance/salary/[id], /api/finance/salary-slip/[id], /api/finance/member-salary/[id] and /api/finance/member-attendance/[id], so the boundary cannot be bypassed by calling a detail endpoint with a guessed id.

No region configured? Companies with no addresses[] and no address are unaffected and stay company-wide. A company that has regions but whose requester's region holds no approved members also falls back to company-wide, matching /api/users?region=mine. Employees can always read their own records.

Expenses are region scoped too. A finance or admin user only sees and acts on expense requests raised by members in their own effective region, and the travel assignee picker is filtered the same way. Budgets, bills, invoices and salary advances stay company-wide.

Region Scope for Policy and Salary Cycle

Company policy and the salary cycle are per-region. A finance or admin user reads and updates the policy — PF/ESIC/TDS percentages, salary cycle, food and travel allowances — for their own effective region only, resolved from their regionLabel with the main-office fallback.

This applies to GET, POST and PATCH /api/finance/policy and to GET and POST /api/finance/salary-cycle. Companies with no region configured stay company-wide, as does a region that holds no approved members.

Two Tracks: Travel vs Purchases

Money leaves the company through two different desks, and which one handles it depends on what is being bought — never on who is asking.

Travel — finance only

Any approved member raises a travel expense from the Finance tab. The assignee must be a finance user in the requester's region, and the request follows the usual chain: pending → forwarded → approved → accepted → disbursed.

Purchases — IT first, then finance

Laptops, desktops, software, electronics, internet service, email service and office resources are raised from /profile/it → New Ticket → Purchase request. They are stored as ProcurementRequest records, not expenses.

it-admin / it-administration buy for the company themselves, so their purchases are routed straight to finance — they never see the IT queue.
Everyone else (project-manager, qa-tester, HR, admin, finance, employee, others, security) is reviewed by IT first.
When IT approves, the API mints a linked ExpenseRequest already at approved with no admin approver — the IT review is the approval. Finance then accepts and disburses it from the Finance tab, and the procurement record's status follows along.

Region scoping. The assignee picker, the request list and the IT board are all scoped to the requester's effective region, with the same main-office and empty-region fallbacks as salaries. A company with no addresses[] stays company-wide.

Get All Salaries

GET/api/finance

Get salary records for the month. Finance and admin users receive only their own region's records; everyone else receives their own.

{ "region": "Pune", "regionFallback": false, "salaries": [ { "id": "...", "employee": { "id": "...", "name": "John" }, "month": "2024-01", "baseSalary": 50000, "allowances": 5000, "deductions": 3000, "netSalary": 52000, "status": "approved" } ] }

Create Salary

POST/api/finance

Create a new salary record (Finance only).

Field	Type	Required	Description
`employee`	string	Required	Employee user ID
`month`	string	Required	Month (YYYY-MM)
`baseSalary`	number	Required	Base salary amount
`allowances`	number	Optional	Total allowances
`deductions`	number	Optional	Total deductions

{ "salary": { ... created salary record } }

Update Salary Status

PATCH/api/finance

Update salary status (approve/reject).

Field	Type	Required	Description
`salaryId`	string	Required	Salary record ID
`status`	string	Required	New status (approved/paid/rejected)
`rejectionReason`	string	Optional	Rejection reason

{ "salary": { ... updated salary } }

Get Salary by ID

GET/api/finance/salary/[id]

Get a specific salary record.

{ "salary": { ... salary record } }

Delete Salary

DELETE/api/finance/salary/[id]

Delete a salary record.

{ "success": true }

Create Member Salary

POST/api/finance/member-salary/[id]

Create salary for a specific member.

Field	Type	Required	Description
`id`	string	Required	Member ID (path param)
`month`	string	Required	Month (YYYY-MM)
`baseSalary`	number	Required	Base salary amount
`allowances`	number	Optional	Total allowances
`deductions`	number	Optional	Total deductions

{ "salary": { ... created salary } }

Get Member Attendance

GET/api/finance/member-attendance/[id]

Get attendance summary for salary calculation.

{ "attendance": { "totalDays": 22, "presentDays": 20, "leaveDays": 2 } }

Get Finance Policy

GET/api/finance/policy

Get company finance policy.

{ "policy": { "foodAmount": 2000, "travelAccommodationAmount": 5000, "pfPercentage": 12, "esicPercentage": 0.75, "tdsPercentage": 10 } }

Update Finance Policy

POST/api/finance/policy

Create or update finance policy.

Field	Type	Required	Description
`foodAmount`	number	Optional	Food allowance amount
`travelAccommodationAmount`	number	Optional	Travel allowance amount
`pfPercentage`	number	Optional	PF deduction percentage
`esicPercentage`	number	Optional	ESIC deduction percentage
`tdsPercentage`	number	Optional	TDS deduction percentage

{ "policy": { ... updated policy } }

Update Finance Policy (PATCH)

PATCH/api/finance/policy

Partially update finance policy.

{ "policy": { ... updated policy } }

Get Salary Cycle

GET/api/finance/salary-cycle

Get salary cycle configuration.

{ "cycle": { "salaryCycleDay": 1, "salaryCycleStartDay": 1, "salaryCycleEndDay": 31 } }

Update Salary Cycle

POST/api/finance/salary-cycle

Update salary cycle configuration.

Field	Type	Required	Description
`salaryCycleDay`	number	Required	Day of month for salary
`salaryCycleStartDay`	number	Optional	Cycle start day
`salaryCycleEndDay`	number	Optional	Cycle end day

{ "policy": { ... updated policy } }

Request Salary Advance

POST/api/finance/salary-advance

Request a salary advance.

Field	Type	Required	Description
`amount`	number	Required	Advance amount
`reason`	string	Required	Reason for advance

{ "request": { "id": "...", "status": "pending" } }

Get Salary Slips

GET/api/finance/salary-slip

Get salary slips for the current user.

Query Param	Type	Required	Description
`month`	string	Optional	Filter by month (YYYY-MM)

{ "slips": [ { "id": "...", "month": "2024-01", "netSalary": 52000, "status": "approved" } ] }

Get Salary Slip by ID

GET/api/finance/salary-slip/[id]

Get a specific salary slip.

{ "slip": { ... salary slip } }

Get Leave Impact

GET/api/finance/leave-impact

Calculate salary impact of leaves.

Query Param	Type	Required	Description
`userId`	string	Required	User ID
`month`	string	Required	Month (YYYY-MM)

{ "impact": { "leaveDays": 2, "deductionAmount": 4545 } }

Get Resource Requests

GET/api/finance/resource-request

Get all resource requests.

{ "requests": [ { "id": "...", "items": [{ "name": "Laptop", "quantity": 1 }], "status": "pending" } ] }

Create Resource Request

POST/api/finance/resource-request

Create a new resource request.

Field	Type	Required	Description
`items`	array	Required	[{ name, quantity, reason }]
`notes`	string	Optional	Additional notes

{ "request": { "id": "...", "status": "pending" } }

Update Resource Request

PATCH/api/finance/resource-request

Approve or reject a resource request.

Field	Type	Required	Description
`requestId`	string	Required	Request ID
`status`	string	Required	New status (approved/rejected)
`rejectionReason`	string	Optional	Rejection reason

{ "request": { ... updated request } }

Get Invoices

GET/api/finance/invoice

Get all client invoices.

{ "invoices": [ { "id": "...", "clientName": "Client Corp", "amount": 100000, "status": "pending", "invoiceNumber": "INV-001" } ] }

Create Invoice

POST/api/finance/invoice

Create a new client invoice.

Field	Type	Required	Description
`clientName`	string	Required	Client name
`clientEmail`	string	Optional	Client email
`amount`	number	Required	Invoice amount
`description`	string	Optional	Invoice description
`board`	string	Optional	Associated board ID

{ "invoice": { "id": "...", "invoiceNumber": "INV-002", "status": "pending" } }

Update Invoice

PATCH/api/finance/invoice

Update invoice status.

Field	Type	Required	Description
`invoiceId`	string	Required	Invoice ID
`status`	string	Required	New status (paid/pending)

{ "invoice": { ... updated invoice } }

Get Reports

GET/api/finance/reports

Get financial reports.

{ "reports": [...] }

Export Finance Data

GET/api/finance/export

Export finance data as CSV.

Returns CSV file with Content-Type: text/csv

Finance

Manage salaries, policies, invoices, resource requests, and financial reports.

Region Scope for Salary Management

Salary management is region scoped. A finance or admin user only sees, creates, edits, approves, pays, rejects, deletes and auto-generates salaries for members in their own effective region.

The scope is resolved from the actor's regionLabel, falling back to the main office when unset. It applies to:

GET /api/finance — the members picker, the salaries list, the pending counts, and the cycle-day auto-generation all use the same scope.
POST /api/finance — calculate-salary, generate-salary and edit-salary.
PATCH /api/finance — the salary status updates.
/api/finance/salary/[id], /api/finance/salary-slip/[id], /api/finance/member-salary/[id] and /api/finance/member-attendance/[id], so the boundary cannot be bypassed by calling a detail endpoint with a guessed id.

Region Scope for Policy and Salary Cycle

Two Tracks: Travel vs Purchases

Money leaves the company through two different desks, and which one handles it depends on what is being bought — never on who is asking.

Travel — finance only

Purchases — IT first, then finance

it-admin / it-administration buy for the company themselves, so their purchases are routed straight to finance — they never see the IT queue.
Everyone else (project-manager, qa-tester, HR, admin, finance, employee, others, security) is reviewed by IT first.
When IT approves, the API mints a linked ExpenseRequest already at approved with no admin approver — the IT review is the approval. Finance then accepts and disburses it from the Finance tab, and the procurement record's status follows along.

Get All Salaries

GET/api/finance

Get salary records for the month. Finance and admin users receive only their own region's records; everyone else receives their own.

Create Salary

POST/api/finance

Create a new salary record (Finance only).

Field	Type	Required	Description
`employee`	string	Required	Employee user ID
`month`	string	Required	Month (YYYY-MM)
`baseSalary`	number	Required	Base salary amount
`allowances`	number	Optional	Total allowances
`deductions`	number	Optional	Total deductions

{ "salary": { ... created salary record } }

Update Salary Status

PATCH/api/finance

Update salary status (approve/reject).

Field	Type	Required	Description
`salaryId`	string	Required	Salary record ID
`status`	string	Required	New status (approved/paid/rejected)
`rejectionReason`	string	Optional	Rejection reason

{ "salary": { ... updated salary } }

Get Salary by ID

GET/api/finance/salary/[id]

Get a specific salary record.

{ "salary": { ... salary record } }

Delete Salary

DELETE/api/finance/salary/[id]

Delete a salary record.

{ "success": true }

Create Member Salary

POST/api/finance/member-salary/[id]

Create salary for a specific member.

Field	Type	Required	Description
`id`	string	Required	Member ID (path param)
`month`	string	Required	Month (YYYY-MM)
`baseSalary`	number	Required	Base salary amount
`allowances`	number	Optional	Total allowances
`deductions`	number	Optional	Total deductions

{ "salary": { ... created salary } }

Get Member Attendance

GET/api/finance/member-attendance/[id]

Get attendance summary for salary calculation.

{ "attendance": { "totalDays": 22, "presentDays": 20, "leaveDays": 2 } }

Get Finance Policy

GET/api/finance/policy

Get company finance policy.

{ "policy": { "foodAmount": 2000, "travelAccommodationAmount": 5000, "pfPercentage": 12, "esicPercentage": 0.75, "tdsPercentage": 10 } }

Update Finance Policy

POST/api/finance/policy

Create or update finance policy.

Field	Type	Required	Description
`foodAmount`	number	Optional	Food allowance amount
`travelAccommodationAmount`	number	Optional	Travel allowance amount
`pfPercentage`	number	Optional	PF deduction percentage
`esicPercentage`	number	Optional	ESIC deduction percentage
`tdsPercentage`	number	Optional	TDS deduction percentage

{ "policy": { ... updated policy } }

Update Finance Policy (PATCH)

PATCH/api/finance/policy

Partially update finance policy.

{ "policy": { ... updated policy } }

Get Salary Cycle

GET/api/finance/salary-cycle

Get salary cycle configuration.

{ "cycle": { "salaryCycleDay": 1, "salaryCycleStartDay": 1, "salaryCycleEndDay": 31 } }

Update Salary Cycle

POST/api/finance/salary-cycle

Update salary cycle configuration.

Field	Type	Required	Description
`salaryCycleDay`	number	Required	Day of month for salary
`salaryCycleStartDay`	number	Optional	Cycle start day
`salaryCycleEndDay`	number	Optional	Cycle end day

{ "policy": { ... updated policy } }

Request Salary Advance

POST/api/finance/salary-advance

Request a salary advance.

Field	Type	Required	Description
`amount`	number	Required	Advance amount
`reason`	string	Required	Reason for advance

{ "request": { "id": "...", "status": "pending" } }

Get Salary Slips

GET/api/finance/salary-slip

Get salary slips for the current user.

Query Param	Type	Required	Description
`month`	string	Optional	Filter by month (YYYY-MM)

{ "slips": [ { "id": "...", "month": "2024-01", "netSalary": 52000, "status": "approved" } ] }

Get Salary Slip by ID

GET/api/finance/salary-slip/[id]

Get a specific salary slip.

{ "slip": { ... salary slip } }

Get Leave Impact

GET/api/finance/leave-impact

Calculate salary impact of leaves.

Query Param	Type	Required	Description
`userId`	string	Required	User ID
`month`	string	Required	Month (YYYY-MM)

{ "impact": { "leaveDays": 2, "deductionAmount": 4545 } }

Get Resource Requests

GET/api/finance/resource-request

Get all resource requests.

{ "requests": [ { "id": "...", "items": [{ "name": "Laptop", "quantity": 1 }], "status": "pending" } ] }

Create Resource Request

POST/api/finance/resource-request

Create a new resource request.

Field	Type	Required	Description
`items`	array	Required	[{ name, quantity, reason }]
`notes`	string	Optional	Additional notes

{ "request": { "id": "...", "status": "pending" } }

Update Resource Request

PATCH/api/finance/resource-request

Approve or reject a resource request.

Field	Type	Required	Description
`requestId`	string	Required	Request ID
`status`	string	Required	New status (approved/rejected)
`rejectionReason`	string	Optional	Rejection reason

{ "request": { ... updated request } }

Get Invoices

GET/api/finance/invoice

Get all client invoices.

{ "invoices": [ { "id": "...", "clientName": "Client Corp", "amount": 100000, "status": "pending", "invoiceNumber": "INV-001" } ] }

Create Invoice

POST/api/finance/invoice

Create a new client invoice.

Field	Type	Required	Description
`clientName`	string	Required	Client name
`clientEmail`	string	Optional	Client email
`amount`	number	Required	Invoice amount
`description`	string	Optional	Invoice description
`board`	string	Optional	Associated board ID

{ "invoice": { "id": "...", "invoiceNumber": "INV-002", "status": "pending" } }

Update Invoice

PATCH/api/finance/invoice

Update invoice status.

Field	Type	Required	Description
`invoiceId`	string	Required	Invoice ID
`status`	string	Required	New status (paid/pending)

{ "invoice": { ... updated invoice } }

Get Reports

GET/api/finance/reports

Get financial reports.

{ "reports": [...] }

Export Finance Data

GET/api/finance/export

Export finance data as CSV.

Returns CSV file with Content-Type: text/csv

Finance

Region Scope for Salary Management

Region Scope for Policy and Salary Cycle

Two Tracks: Travel vs Purchases

Travel — finance only

Purchases — IT first, then finance

Get All Salaries

Create Salary

Update Salary Status

Get Salary by ID

Delete Salary

Create Member Salary

Get Member Attendance

Get Finance Policy

Update Finance Policy

Update Finance Policy (PATCH)

Get Salary Cycle

Update Salary Cycle

Request Salary Advance

Get Salary Slips

Get Salary Slip by ID

Get Leave Impact

Get Resource Requests

Create Resource Request

Update Resource Request

Get Invoices

Create Invoice

Update Invoice

Get Reports

Export Finance Data

Loading FlowZen

Finance

Region Scope for Salary Management

Region Scope for Policy and Salary Cycle

Two Tracks: Travel vs Purchases

Travel — finance only

Purchases — IT first, then finance

Get All Salaries

Create Salary

Update Salary Status

Get Salary by ID

Delete Salary

Create Member Salary

Get Member Attendance

Get Finance Policy

Update Finance Policy

Update Finance Policy (PATCH)

Get Salary Cycle

Update Salary Cycle

Request Salary Advance

Get Salary Slips

Get Salary Slip by ID

Get Leave Impact

Get Resource Requests

Create Resource Request

Update Resource Request

Get Invoices

Create Invoice

Update Invoice

Get Reports

Export Finance Data