CRM Finance & Notifications — Money on Deals, Alerts for Owners
Post deposits and expenses on a Commo CRM deal, review company totals by currency, and get notified when you become owner, task assignee, or when a transaction hits your deal.
Finance is deal-first: every transaction belongs to a deal. The company Finance page rolls up totals by currency. Notifications close the loop when responsibility or money moves. Demo cash on Hotel lighting package: +€4,900 deposit, −€320 travel.
Record money on the deal
Open a deal drawer → Finance tab. Add title, amount (cents), currency, and date. Income shows green (+€4,900); expenses red (−€320). The company Finance view lists the same rows with a Deal column and EUR (or multi-currency) totals.
Scenario: deposit after hotel lighting kickoff
Marko marks Hotel lighting package In progress. Ana posts +€4,900 “Deposit — Hotel lighting”. If Marko is the deal owner, he receives a deal_transaction notification — even if he did not enter the line himself.
What the bell covers
In-app alerts (skip self-assign): lead_assigned, deal_assigned, task_assigned, deal_transaction. Unread badge on the bell; mark one or all read. Use it as the morning inbox before opening boards.
| Deal | Title | Amount | Effect |
|---|---|---|---|
| Hotel lighting package | Deposit | +€4,900 | Owner notified |
| Hotel lighting package | Travel | −€320 | Expense on job |
| Retail HVAC renewal | Final payment | +€9,800 | Won cash-in |
| Type | When | Demo title |
|---|---|---|
| lead_assigned | You become lead owner | Office LED retrofit — Split |
| deal_assigned | You become deal owner | Hotel lighting package |
| task_assigned | You are task executor | Send proposal to Ana |
| deal_transaction | Txn on your deal | +€4,900 deposit |
Treat the Finance tab as the cash ledger for each job, and the bell as the exception channel. Open Finance and the notification panel in Commo CRM after your next deposit.
Open Commo CRM · CRM workspace · Leads board · Tasks · Finance
FAQ
- Can I post a transaction without a deal?
- No. Finance is deal-bound — open a deal and use its Finance tab (or create from flows that require a deal).
- Which currencies are supported?
- Transactions store a currency code; the Finance report groups totals per currency (e.g. EUR).
- Who is notified about a new transaction?
- The deal owner, if someone else created the transaction.
- How do I clear the bell?
- Open the notification panel and mark one item read or use Mark all read.