> ## Documentation Index
> Fetch the complete documentation index at: https://docs.shorpay.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Finance Dashboard

> Your account balances, money movement, and connections.

The Finance tab is where you see and control every movement of money in your Shor account.

## What's in Finance

<CardGroup cols={2}>
  <Card title="Accounts" icon="building-columns">
    Your Shor virtual account: current balance, activity, and currency breakdown.
  </Card>

  <Card title="Connections" icon="link">
    Bank accounts you've linked to Shor for funding.
  </Card>

  <Card title="Payments" icon="paper-plane">
    Every payment you've sent, with status and receipts.
  </Card>

  <Card title="Transactions" icon="arrow-right-arrow-left">
    A detailed view of every money movement: debits, credits, and transfers.
  </Card>
</CardGroup>

## Accounts

Your **Shor virtual account** holds funds between being debited from your bank and being paid out to workers. It gives you:

* A running balance, updated in real time
* A per-currency breakdown if you run multi-currency payroll
* A complete history of movement in and out
* A dashed line on the balance chart marking your reimbursement float, if you've set one in Settings → Payments

## Connections

The **Connections** tab lists every bank account you've linked. For each, you'll see:

* The bank name and last four digits of the account
* Status: Connected, Pending, or Failed
* Whether it's your primary funding source

From this tab you can add a new bank account, mark one as primary, or disconnect one you no longer use.

## Payments

The **Payments** tab is the operational log of every payment you've sent:

* **Status**: pending, processing, completed, failed, cancelled
* **Recipient**: which worker received it
* **Amount** and currency
* **Type**: salary, hourly, milestone, bonus, commission, reimbursement
* **Reference**: any note you added when sending

Click any payment to see the full detail, including receipts and the transaction chain.

## Transactions

The **Transactions** tab is the accounting view: every debit, credit, and internal transfer. Use it for:

* Reconciling against your bank statement
* Exporting data to your accounting software
* Auditing money movement
* Tracking transaction statuses (initiated, processing, completed, failed)

Transaction types you'll see:

* **Deposit**: funds moving into your virtual account from a connected bank
* **Withdrawal**: funds leaving your virtual account to pay a worker
* **Transfer**: internal movement (e.g., currency conversion)

## Exporting Data

Every Finance view has an **Export** button. You can download CSV files by date range for:

* Payments
* Transactions
* Expenses
* Payroll runs

The CSV is formatted to be easy to hand to your accountant or import into your accounting software.

## Reconciliation Workflow

A typical month-end close on Shor:

<Steps>
  <Step title="Export the Month's Transactions">
    Pull a CSV of all transactions in the period.
  </Step>

  <Step title="Match Against Your Bank">
    Every debit from your connected bank should match a corresponding deposit into your Shor account.
  </Step>

  <Step title="Match Against Payroll Runs">
    The total of payments going out should match the approved payroll runs for the period.
  </Step>

  <Step title="Reconcile Fees and FX">
    Shor platform fees and FX margin are itemized; pull them into your P\&L under the right category.
  </Step>
</Steps>

## Next Steps

<CardGroup cols={2}>
  <Card title="Transactions Detail" icon="list-ol" href="/employer/transactions">
    Deeper look at the ledger view.
  </Card>

  <Card title="Billing" icon="file-invoice" href="/employer/billing">
    Manage payment methods and invoices.
  </Card>
</CardGroup>