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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.

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.

Company-Wide Export Settings

The page has an independent Flow / Type choice for each export surface:
  • Invoices
  • Overview
  • Reserve Update
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 tab with Money direction selected for Invoice listing export, Overview report export, and Reserve history export, Transaction type overrides turned off, and Discard changes and Save changes disabled.

Default settings: all three exports use Money direction and transaction type overrides are off.

Configured export columns and smart tags that print financial figures take no frame: each prints what its expression computes. See Reference Frames.

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. Only Reserve Update can be overridden, and only for reserve-bearing types. The selector shows the other exports, and a pair that already has an override, disabled with the reason.
Reporting tab with Transaction type overrides turned on and one row, Indemnity, Reserve history export, Transaction type direction, plus Add Override, Discard changes, and Save changes controls.

An unsaved override in a Reporting draft: Indemnity uses Transaction type direction for the Reserve history export.

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.