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Open Admin → Financials → Reporting to configure the sign written when a financial figure leaves the app. These settings affect outputs, not the unsigned amounts or colors shown on Financials screens.

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Reference Frames

  • Flow signs money in as positive and money out as negative. It expresses the net cash effect on the business.
  • Type makes activity in an Invoice Type’s expected direction positive. It presents losses and recoveries as positive magnitudes.
Reference Frames explains both conventions and when their signs differ.

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Company-Wide Export Settings

The page has an independent Flow / Type choice for each export surface:
  • Invoices
  • Overview
  • Reserve Update
  • Event Export
  • Smart Tags
The Invoice and Overview choices apply to Company Event Financials exports and their event-scoped equivalents where applicable. The current tab values are a draft: unsaved changes remain visible until Save commits them or Discard restores the saved values. Validation prevents an invalid draft from saving.
Financials Configuration Reporting page with Flow selected for Invoices, Overview, Reserve Update, Event Export, and Smart Tags, and Invoice type overrides turned off.

Default company-wide export settings. All five export surfaces use the Flow frame and Invoice type overrides are off.

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Invoice Type Overrides

Turn on Invoice Type overrides when an eligible Invoice Type and export surface need a frame different from the company-wide setting. Use Add Override to choose the valid type/surface pair, then remove an existing row to return it to the company-wide frame. The selector excludes duplicate and ineligible combinations; for example, Reserve Update overrides are available only for reserve-bearing types. With the switch off, every type follows its company-wide setting. Turning it off after overrides exist asks for confirmation because those rows will be removed. Overrides do not change the underlying amounts, colors, or which figures appear in the UI.
Reporting configuration with Invoice type overrides enabled and three rows: Indemnity Reserve Update Type, ALAE Event Export Type, Coverage Expense Smart Tags Type, plus Add Override, Discard, and Save controls.

Three invoice type overrides in a Reporting draft. Indemnity uses Type for Reserve Update, ALAE uses Type for Event Export, and Coverage Expense uses Type for Smart Tags.