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Open an event and select Financials to work with that event’s invoices and reserves. The tab follows the same reporting and invoice-list model as Company Event Financials, then adds event-specific reserve controls and history.
Event detail page for Estate of Maria Alvarez showing the Financials tab, an event-scoped Overview Report, and the event invoice list.

The Alvarez event's Financials tab. The event header establishes scope, so the invoice table does not need an Event Name column.

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Overview Report

Event Financials Overview Report showing ALAE and Indemnity reserves, paid, owed, and total values, with controls for setting reserves.

The event-scoped Overview Report. The edit controls on ALAE and Indemnity are available because those Loss/Recovery types carry reserves.

Every row is one configured Invoice Type. The figures have the same meaning as the company-wide report, but include only this event. Select the chevron on a type to inspect its line-item breakdown. Select Show more to reveal additional types. Amounts coming into the business appear in green; amounts going out use normal text. Reference Frames explains how those colors become signs in an export. The Accounting Model explains how posted activity produces the displayed balances.

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Setting a Reserve

Only the Event Financials Tab can change reserves. Select the edit control on a Loss/Recovery row, enter the new remaining reserve, and record the effective date and reason. The app derives the new expected total from the amount already paid plus the reserve entered. Reserves explains the reserve identity, updates, and payment-driven changes.

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Invoice List

Event-scoped invoice table showing draft, owed, approved, partially paid, and paid med-mal invoices.

The event invoice list. Event Name and Event ID are omitted because every row is already scoped to the Alvarez event.

The table presents Invoices and supports the same filters, Search, editable columns, saved views, sorting, bulk selection, and export formats as the company-wide list. Two details change with the narrower scope:
  • Add New opens New Invoice already linked to this event. Selecting a row opens Invoice Detail.
  • Event Name and Event ID are not available as columns because they would repeat the same value on every row.
The remaining default columns are Invoice #, Date, Type, Memo, Payee, Status, and Amount. See the Company Event Financials invoice column reference for their definitions and Filters and Search for the shared table behavior.

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Bulk Actions

Event invoice table with two rows selected and an Actions menu containing Approve and Mark As, without Link or Unlink.

Two event invoices selected. The event-scoped Actions menu offers approval and status transitions, but intentionally omits Link and Unlink.

Select one or more invoices, then use Actions to approve invoices or open the available Mark As transitions. Approvals and The Invoice Lifecycle explain those rules. Invoice to Entity Linking explains why linking belongs at company scope. To link, unlink, or move an invoice to another event, use Company Event Financials, where those company-scoped actions are available.

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Reserve Updates

Select Reserve Updates below the Overview Report to see every change to this event’s reserve balance.
Reserve Updates table showing ALAE and Indemnity reserve dates, running reserve balances, adjustments, and automatic payment entries.

Reserve history for the Alvarez event. Initial estimates appear alongside automatic reductions created when eroding payments were recorded.

Use Export to download the history. Reset Reserves is an administrative correction that starts a type’s reserve history fresh; Resetting Reserve History explains its effect.

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Differences from Company Invoice List

The Event Financials Tab presents the event-scoped controls first: reserve updates, reserve history, and invoices that start linked to the current event. Because the event is already known, Event Name and Event ID are unnecessary. Filters, Search, columns, saved views, and exports otherwise follow the Company Event Financials model. The company-wide list includes cross-event and unassigned invoices, and its Bulk Actions can Link or Unlink them. This tab intentionally cannot.