Skip to main content
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.
Company Event Financials showing the company-wide Overview Report and invoice list.

Company Event Financials combines a company-wide Overview Report with the invoice list behind its totals.

​
Overview Report

Company-wide financial Overview Report showing ALAE, Indemnity, and Claim Handling Costs with reserve, paid, owed, and total figures.

The company-wide Overview Report. Each row rolls up one Invoice Type across all events, and the Total row nets money coming in against money going out.

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.

​
Invoice List

Company-wide event invoice listing with invoice numbers, dates, types, event names, memos, payees, statuses, and amounts.

The invoice table behind the Overview Report. Company-wide rows include an Event Name so activity can be compared without opening each event.

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.

​
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. It is the company-wide form of the same listing an event’s own Financials tab shows. 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.

​
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. 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.
Invoice filter builder showing available fields including Invoice number, Date, Type, Event Name, Memo, Payee, Status, Amount, Approval, Direction, and Paid Date.

The filter builder. Choose a field on the left, define its operator and value on the right, then apply it to the listing.

Applied filters appear as chips above the table. Remove a chip to clear that condition, or reopen it to change the value.
Filtered event invoice table showing an active Status Owed chip and only owed invoices.

A Status = Owed filter reduces the company-wide list from 15 invoices to the six currently owed.

​
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.
Edit Columns dialog with eight visible invoice columns and four available columns: Approval, Direction, Event ID, and Paid Date.

The default view has eight visible columns. Approval, Direction, Event ID, and Paid Date are available when a workflow needs them.

​
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.
Company-wide invoice table with two selected rows and an Actions menu containing Approve, Link, Unlink, and Mark As.

Two invoices selected on the company-wide page. Link and Unlink appear here because this page can move records into or out of event scope.

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.

​
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.
Filtered invoice table with Status Owed active and the Export menu open for Google Drive, Excel, and CSV.

The Status = Owed chip is active when Export is opened, so each export option receives the matching filtered rows and current visible columns.

​
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.