> ## 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.

# Financials Configuration

> Configure invoice types, approvals, reporting, and accounts

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.

<Frame caption="Financials Configuration opens on Event Invoice Types. The tabs separate transaction structure, approval authority, export signs, and generated accounts.">
  <img src="https://mintcdn.com/ai-insurance-fmv1/tjWzafT19EGxllXd/assets/app/financials/pages/financials-configuration-landing.png?fit=max&auto=format&n=tjWzafT19EGxllXd&q=85&s=78424a69e77c6622a1b8f312366ac923" alt="Financials Configuration landing page showing Event Invoice Types grouped into Loss or Recovery and Operating sections." width="1280" height="900" data-path="assets/app/financials/pages/financials-configuration-landing.png" />
</Frame>

## Configuration Areas

| Area                                                               | Controls                                                                                                                                                                                                                                               | Save Behavior                                                            |
| ------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------ |
| [**Event Invoice Types**](/financials/pages/event-invoice-types)   | Event-side categories, line items, structural kind, and [expected direction](/financials/expected-direction).                                                                                                                                          | Each edited card has its own **Save** and **Cancel**.                    |
| [**Policy Invoice Types**](/financials/pages/policy-invoice-types) | Policy-side invoice types and their line item types: name, [expected direction](/financials/expected-direction), and each charge's permanent kind. This editor is available before policy billing enforcement so configuration can be completed first. | The card has its own **Save** and **Cancel**.                            |
| [**Approvals**](/financials/pages/approvals)                       | Who can approve invoices and at what limits.                                                                                                                                                                                                           | Role and approver actions save when that action completes.               |
| [**Bill Review**](/financials/guides/bill-review)                  | The plain-english standards invoices are checked against, and the history of every review that has run.                                                                                                                                                | Each rule saves as it is added, edited, or deleted.                      |
| [**Reporting**](/financials/pages/reporting)                       | How figures are signed in exports and generated documents.                                                                                                                                                                                             | The tab keeps a draft until its **Save** or **Discard** control is used. |
| [**Chart of Accounts**](/financials/pages/chart-of-accounts)       | Read-only accounts and balances generated by configuration and posted activity.                                                                                                                                                                        | No editor is available.                                                  |

[Invoice Types and Line Items](/financials/invoice-types),
[Approvals](/financials/approvals), and [Reference
Frames](/financials/reference-frames) explain the rules behind these settings.

## Where Settings Apply

* [Company Event Financials](/financials/pages/event-financials-page) uses
  Event Invoice Types to build Overview Report rows, filters, and column values.
* The [Event Financials Tab](/financials/pages/event-financials-tab) uses the
  same types and adds per-event reserve controls.
* [Reporting](/financials/pages/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.