Company Event Financials

Open Financials → Event Financials to review the company-wide view of event-side Reserves and Invoices. It combines an Overview Report with Invoices and Reserve Updates sub-tabs holding the records behind those totals, including invoices that are not yet linked to an event.

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Overview Report

Each row represents a configured Invoice Type. Select Show more when more than the first three types have activity. Select the chevron beside a type to reveal its line items. Reserves remain type-level; line-item rows break out Paid, Owed, and Total only. On screen, figures are unsigned: green means money coming into the business and normal text means money going out. Reference Frames explains how those directions become signs in exports. The Accounting Model explains how posted activity produces these balances. The Overview Report’s Export button exports this report using the frame configured under Reporting.

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Invoice List

Select a row to open Invoice Detail. Add New opens New Invoice without a preselected event, which can then remain unlinked or be linked to an event.

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Reserve Updates

The Reserve Updates sub-tab lists every reserve change in the company — recorded updates and the automatic adjustments from payments that erode reserves — newest first by default. It is the company-wide form of the same listing an event’s own Financials tab shows. Select a column header to sort the listing by it; select it again to reverse the order. Reset lines always stay at the bottom, whatever the sort. Each row’s Reserve figure is the running balance of its own event and type in date order, so a balance follows from the previous change of the same event and type — the row just below may belong to a different event or type and be unrelated. To read one history in order, filter to an Event Name and Reserve Type and sort by Reserve Date (the default). The listing shows one page at a time — use the pager under the table to move between pages and change Rows per page. Sorting applies to the whole listing, not just the visible page, and reset lines land on the last page. Add Filters narrows the listing by any column — the same controls the invoice listing offers: Reserve Date, Event Name, Event ID, Reserve Type (pick one or more types), Reserve, Adj, Recorded By, and Recorded On. Filters apply to the whole listing and return it to the first page. The two amount filters compare what their columns show: Reserve matches each row’s running balance regardless of whether it is a reserve or a recovery, while Adj distinguishes increases from decreases — filter on -500 to find the decreases. Reset lines carry no date, Reserve, or Adj, so those three filters hide them; the other filters keep a reset line when it matches (a Reserve Type filter, for instance, keeps each selected type’s reset lines). Each remaining row keeps its true running Reserve, so hiding rows never changes the money the visible rows show. The Search box beside Add Filters matches free text against Event Name, Event ID, Reserve Type, and Recorded By at once, highlighting each match in the table — the same search the invoice listing offers. Search applies to the whole listing, combines with any active filters, and returns the listing to the first page as you type. The Export is unaffected by filters and Search: it always contains the full listing as of the chosen date. Where reserve history has been reset for an event and type, a line marks the reset so an empty history reads as a deliberate act rather than missing data. This listing is read-only. Reserves are updated, and reserve history reset, from an event’s own Financials tab, because both actions apply to a single event and type. Export produces a spreadsheet of the same rows as of a chosen date, grouped by event so each event’s running balance reads in order — regardless of how the listing is sorted on screen.

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Invoice Column Reference

The default view shows eight columns. Four more are available through Edit Columns. The Invoice Lifecycle explains status transitions, and Approvals explains the separate approval axis.

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Filters and Search

Select Add Filters to filter by invoice number, date, type, event, memo, payee, status, amount, approval, direction, or paid date. Multiple filters can be combined, and Search narrows the filtered result further. Applied filters appear as chips above the table. Remove a chip to clear that condition, or reopen it to change the value.

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Columns and Saved Views

Select Edit Columns to choose which fields are visible and reorder them. Select a column to move it between Visible and Available, or drag within the visible list to change its order. Saved Views at the top of the dialog restore a saved arrangement; Reset to Defaults restores the original eight-column view.

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Bulk Actions

Select one or more invoices to make Actions available. The menu can approve the selection, link or unlink it, or open the available Mark As lifecycle transitions. The confirmation explains which selected rows can complete the requested action. Invoice to Entity Linking explains why Link and Unlink are company-scoped. The Event Financials Tab supports approval and lifecycle actions but deliberately omits those linking actions.

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Exporting Invoices

The invoice Export menu uses the table’s current scope, filters, Search term, visible columns, and column order. Choose Google Drive, Excel (.xlsx), or CSV. The export includes every row that matches that state across all result pages, including matching rows not currently shown in the paginated table. Voided invoices may remain visible in the app for audit context, but are not included in the live invoice export.

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Event-Scoped Financials

Use the Event Financials Tab when the work is already centered on a claim. It removes repeated event columns, links new invoices to the current event, allows reserve updates, and adds reserve history. Return to Company Financials for the workspace map and other company-wide areas.