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Financials tracks the money moving through the business. Its primary building block is the invoice — a single record of an amount, pointing either out of the business or into it. An invoice moves through a lifecycle from owed to paid, absorbing partial payments and approvals along the way, and carries the metadata that says what the money is about: its type, the event or policy it belongs to, and who it is paid to. Reports read across every invoice in the system to show how much is owed and how much has been paid, broken down by Invoice Type, by event, and by other dimensions.

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Where Financials Live in the App

Financials appears in three places.

The Financials Section

The company-wide view, in the main navigation.

An Event's Financials Tab

The same reports and listings as the company-wide page, narrowed to one event, plus the reserve updates for that event. This is where day-to-day claim financials happen.

Financials Configuration

Under Admin. Where Invoice Types, line items, approval authority, and reporting settings are defined.

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Common Conventions

Amounts Are Never Negative

Amounts are always entered as a plain positive figure on an explicit Income or Expense side. The side determines which way the money moves; direction is never encoded with a minus sign. See Expected Direction.

On Screen, Direction Is Color — Not a Sign

Screens show unsigned amounts and carry direction in color: green is money coming in, normal text is money going out. Signs appear only when a figure leaves the app, in an export or a generated document. See Reference Frames.

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Core Concepts

Invoices

The primary building block: what an invoice is, what it carries, and which parts of it are fixed once it exists.

Invoice Types and Line Items

The type of an invoice determines how its amount may be broken down into line items.

Invoice to Entity Linking

The event or policy an invoice is about, and how that differs from its payee.

Expected Direction

The way money of a given kind normally flows, and what happens when an amount runs against it.

Reference Frames

How the sign and color of every figure are decided, on screen and in exports.

The Invoice Lifecycle

The statuses an invoice moves through, how payments are recorded, and how corrections are made.

Approvals

Who is permitted to authorize an invoice for payment, and how that authority is configured.

Reserves

Money expected to move on an event that has not moved yet, and how it draws down as losses are paid.

Financials API Reference

The same records over HTTP: reading invoices and balances, recording payments, and posting reserve updates from an integration.