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Configure Financials reporting when an export or generated document needs a different sign convention. Reporting settings do not change stored amounts, screen colors, invoice balances, or reserves. They only determine how a figure is signed when it leaves the app. Reference Frames defines Flow and Type and includes a worked example. Decide which question each output should answer before changing the settings:
  • Flow — did money come in or go out? Inflow is positive and outflow is negative.
  • Type — did activity follow the Invoice Type’s expected direction? Expected activity is positive and reversed activity is negative.

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Map the Outputs

Open Admin → Financials → Reporting. The company-wide table contains one independent setting for each surface: An untouched company uses Flow for all five. Changing one row does not change the others.

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Set Company-Wide Frames

  1. For each surface, select Flow or Type.
  2. Read any warning shown below a Type selection.
  3. Continue through all five rows before saving so the set remains deliberate.
Financials Configuration on the Reporting tab with Invoices and Event Export set to Flow and Overview, Reserve Update, and Smart Tags set to Type. The Overview Type warning and Export reference frames saved confirmation are visible.

The saved company-wide choices keep Invoices and Event Export in Flow while Overview, Reserve Update, and Smart Tags use Type; Overview's warning explains why mixed Invoice Type totals no longer net.

Invoice and Overview exports add figures across Invoice Types. In the Type frame, activity that follows each type’s expectation is positive even when some money flows in and some flows out. Their summed column therefore measures activity, not net cash flow.
The page holds these changes as a draft. Select Discard to return every row and override to its last saved value, or continue to type-specific overrides before selecting Save.

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Add an Invoice Type Override

Use an override when one active Invoice Type needs a different frame on one eligible output.
  1. Turn on Invoice type overrides.
  2. Select Add Override.
  3. Choose the Invoice type first. This determines which exports are meaningful for it.
  4. Choose the Export.
  5. Choose the Frame.
  6. Select Add.
Add Invoice Type Override dialog with Vendor Credits selected and the Export picker open. Invoices, Overview, and Reserve Update are disabled, while Event Export and Smart Tags are available.

For Vendor Credits, Invoices, Overview, and Reserve Update are unavailable for an override, while Event Export and Smart Tags are available.

Overrides are intentionally limited:
  • Invoices and Overview must remain uniform across types because their columns aggregate across Invoice Types.
  • Reserve Update is available only for Loss/Recovery types.
  • A type/export pair that already has an override cannot be added twice.
  • Deprecated Invoice Types cannot receive new overrides.
The added row remains part of the unsaved draft. It names the Invoice Type, surface, and frame. Remove a row to make that type follow the company-wide setting again.
Reporting configuration with Invoices and Event Export set to Flow and Overview, Reserve Update, and Smart Tags set to Type. Three unsaved override rows set Vendor Credits Event Export to Type, Catastrophe Response Reserve Update to Flow, and Vendor Credits Smart Tags to Type; Discard and Save are enabled.

The unsaved draft contains three exceptions: Vendor Credits uses Type for Event Export and Smart Tags, while Catastrophe Response uses Flow for Reserve Update.

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Save and Verify

Select Save and wait for the confirmation that export reference frames were saved. The Save and Discard controls become unavailable when the page matches the stored settings. Generate a fresh example from every changed surface. Use an Invoice Type whose expected direction makes the two frames visibly different—for example, an Expense type with outgoing activity:
  • confirm the screen still shows the unsigned magnitude in black;
  • confirm a Flow-framed output writes the outgoing figure as negative;
  • confirm a Type-framed output writes expected outgoing activity as positive; and
  • confirm a type-specific override differs only on its named surface.
Do not compare an old download: reporting changes affect newly generated outputs and do not rewrite files that have already left the app.

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Remove Overrides or Revert a Change

  • Select the delete control beside one override to return that pair to its company-wide frame, then Save.
  • Turn off Invoice type overrides to remove all override rows. When rows exist, confirm Remove overrides, then Save.
  • Change a company-wide row back to its prior frame and Save when the new convention was not appropriate.
  • Select Discard before saving to abandon the entire current draft.
Turning the overrides switch off does not take effect until the reporting draft is saved. See the Reporting configuration page for a concise control reference.