The company-wide financial dashboard — KPIs, invoices, payments, expenses, and drill-down reports with export.
A customer’s FINANCIALS tab shows one account; the MONEY tab shows the whole company. It is the daily dashboard for owners, admins, and accountants — revenue, receivables, and overdue balances in one strip, with drill-downs behind every number.
§The dashboard
The KPI strip tracks Revenue MTD/YTD, Collected MTD, A/R, Overdue, and Net. Next to it, the QuickBooks pill shows your accounting connection status at a glance.
Quick actions sit right on the hub: + INVOICE, + PAYMENT, + EXPENSE, and SYNC QB — so the common entries never require opening a customer first.
§The five views
| View | What it shows |
|---|---|
DASHBOARD | The KPI strip and quick actions — your starting point. |
INVOICES | Every invoice across the company. |
PAYMENTS | Every payment received, company-wide. |
EXPENSES | All job costs in one place. |
REPORTS | Drill-down financial report tables. |
§Drill down and export
The report tables drill from the KPI level down to individual rows, and every table exports to CSV and PDF — month-end packets for your accountant come straight off this screen.
MONEY. An estimate is not money owed — it stays on the customer’s ESTIMATES/INVOICES tab until it converts to an invoice.Accountants get MONEY front and center: their phone tab set is CUSTOMERS · MONEY · REPORTS · APPROVALS · ASSISTANT, built around this hub.
§Related
- ◆See "QuickBooks sync" for the connection pill and
SYNC QB. - ◆See "The FINANCIALS tab" for the per-customer view behind these totals.
- ◆See "Send a statement of account" for chasing multi-invoice balances.