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Open Financials → Policy Financials to view the company-wide policy-side workspace.

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Overview

The Overview card summarizes policy money across the current scope:
  • Balances groups policy-linked invoices into Owed, Paid, and Total amounts.
  • Earnings groups policy pricing into Written, Earned, and Unearned amounts.
Use Add Filters to scope both views by the policy fields configured for your company. Clearing the filters returns to the complete book.

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Policy invoices

The Invoices card lists policy-linked invoices across the same policy scope. Its search and invoice filters work within that scope, so you can first narrow the book by policy attributes and then narrow the matching invoices. Open a row to review that invoice. To inspect one policy’s pricing transaction history or configure its billing plan, open the policy and use its Financials tab. For event-side reserves and invoices, use Company Event Financials. Return to Company Financials for the workspace map.