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Open Financials from the main navigation to work with activity across the company. This company-wide workspace contains the event financial reporting and invoice listing, alongside the currently available Policy Financials and Import Invoices entries. It is the company-wide starting point described in the Financials overview, and provides broad context for Invoices, configured Invoice Types and Line Items, and Reserves across every event.
Company Financials page showing Company Event Financials, Policy Financials, and Import Invoices navigation, an Overview report, and the invoice listing.

The Company Financials workspace, opened on Company Event Financials. The Overview report rolls up event-side activity, and the invoice table lists the records behind it.

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Financials Workspaces

The navigation across the top separates three company-wide areas. See Company Event Financials for the Overview Report, invoice list, filters, bulk actions, and exports shown here. Financials Configuration controls the types, approvals, reporting frames, and accounts used throughout these workspaces.

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Company and Event Scope

Company Event Financials and an event’s Financials tab use the same financial records, but answer different questions. Use the Event Financials Tab when work is centered on one event, or when reserves need to be updated or reset — those actions are always scoped to a single event and are not offered on the company-wide page.