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

# Company Financials

> Navigate the company-wide Financials workspace

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](/financials/overview), and provides broad context for
[Invoices](/financials/invoices), configured [Invoice Types and Line
Items](/financials/invoice-types), and [Reserves](/financials/reserves) across
every event.

<Frame caption="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.">
  <img src="https://mintcdn.com/ai-insurance-fmv1/tjWzafT19EGxllXd/assets/app/financials/pages/financials-global-page.png?fit=max&auto=format&n=tjWzafT19EGxllXd&q=85&s=300aca4356ce0c67add0c9fba373208c" alt="Company Financials page showing Company Event Financials, Policy Financials, and Import Invoices navigation, an Overview report, and the invoice listing." width="1280" height="900" data-path="assets/app/financials/pages/financials-global-page.png" />
</Frame>

## Financials Workspaces

The navigation across the top separates three company-wide areas.

| Workspace                                                               | Use It For                                                                                                         |
| ----------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------ |
| [**Company Event Financials**](/financials/pages/event-financials-page) | Review event-side reserves, paid and owed amounts, and invoices across the company. This is the default workspace. |
| [**Policy Financials**](/financials/pages/policy-tab)                   | View the current policy-side placeholder.                                                                          |
| [**Import Invoices**](/financials/pages/import-tab)                     | Access the current invoice-import entry point.                                                                     |

See [Company Event Financials](/financials/pages/event-financials-page) for
the Overview Report, invoice list, filters, bulk actions, and exports shown
here. [Financials Configuration](/financials/pages/financials-configuration)
controls the types, approvals, reporting frames, and accounts used throughout
these workspaces.

## Company and Event Scope

Company Event Financials and an event's Financials tab use the same financial
records, but answer different questions.

|                     | Company Event Financials                                                         | Event Financials Tab                                                                          |
| ------------------- | -------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------- |
| **Scope**           | Every event-side invoice and reserve position in the company                     | One event only                                                                                |
| **Event Columns**   | Shows the event name and can optionally show the event ID                        | Hidden because the event is already known                                                     |
| **Linking**         | Bulk actions can **Link** or **Unlink** invoices                                 | Linking actions are omitted                                                                   |
| **Reserves**        | Read-only rollup                                                                 | Reserves can be updated on Loss/Recovery rows                                                 |
| **Reserve History** | Read-only **Reserve Updates** listing for every event, with an Event Name column | Includes the event's own **Reserve Updates** listing                                          |
| **New Invoices**    | [New Invoice](/financials/pages/new-invoice) starts without a preselected event  | [New Invoice](/financials/pages/new-invoice) automatically starts linked to the current event |

Use the [Event Financials Tab](/financials/pages/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.