Skip to main content
Open Admin → Financials to manage the company-wide settings used across Financials. The areas below define invoice structure, approval authority, export frames, and generated accounts; they do not change the scope of an individual event. Each area owns its own save behavior: there is no page-wide Save or Cancel for Financials Configuration.
Financials Configuration landing page showing Event Invoice Types grouped into Loss or Recovery and Operating sections.

Financials Configuration opens on Event Invoice Types. The tabs separate transaction structure, approval authority, export signs, and generated accounts.

​
Configuration Areas

Invoice Types and Line Items, Approvals, and Reference Frames explain the rules behind these settings.

​
Where Settings Apply

  • Company Event Financials uses Event Invoice Types to build Overview Report rows, filters, and column values.
  • The Event Financials Tab uses the same types and adds per-event reserve controls.
  • Policy Financials defines the vocabulary named by Billing Aggregates. Payment and payee defaults seed new invoice plans; changing settings does not rewrite saved plans or issued invoices.
  • Reporting controls the signs used when either workspace exports data or supplies financial values to another output.
Review the linked configuration area before changing a live company setting.