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books & finance · 57 screens
§ 100
Books
← Platform
books ·
57 / 57
rich
Module home & setup
7/7 rich
§ 100 · flagship
Finance dashboard
Owner · Acct
§ 101
Chart of accounts
Owner · Acct
§ 102
Cost codes / cost types
Acct · Ops
§ 104
Classes / departments
Owner
§ 105
Bank accounts
Owner · Acct
§ 106
Vendor list
Acct
§ 107
Customer list
Owner · Acct
Banking & Cash
5/5 rich
§ 103 · flagship
Bank feed · For Review
Acct
§ 140
Cash position
Owner · Acct
§ 141
Cash disbursements
Acct
§ 142
Cash forecast (13-week)
Owner · Acct
§ 143
Cash receipts
Acct
Receivables
8/8 rich
§ 110
Customers
Acct
§ 111
Invoice list
Acct
§ 112
Invoice detail
Acct
§ 113 · parchment
Customer statement
Acct
§ 114
AR collections
Acct
§ 115
AR aging
Owner · Acct
§ 116 · parchment
Retention billing
Acct
§ 117
Credit memos
Acct
Payables
7/7 rich
§ 121
Vendors
Acct
§ 122
Bills · Inbox
Acct
§ 123
Bill detail
Acct
§ 124
AP payment batch
Acct · Owner
§ 125
AP aging
Owner · Acct
§ 126
Form 1099 prep
Acct
§ 127
Vendor statement
Acct
Receipts & Expenses
4/4 rich
§ 130
Receipts · Inbox
All admin
§ 131
Expense report
Acct
§ 132
Credit-card reconciliation
Acct
§ 133
Mileage log
Acct · Ops
Construction (WIP · AIA · Lien · Change orders)
12/12 rich
§ 150 · flagship
WIP report (cost-to-cost)
Owner · Acct
§ 151
Job profitability
Owner
§ 152
Work-in-place (G703-aligned)
Owner · Acct
§ 153
Retention tracker
Owner · Acct
§ 160 · flagship
Pay-app builder
Acct · Owner
§ 161 · parchment
G702 cover sheet
Owner
§ 162 · parchment
G703 continuation sheet
Acct
§ 163
Pay-app status
Owner · Acct
§ 170
Lien waiver list
Acct
§ 171 · parchment
Lien waiver (parchment)
Owner
§ 180
Change order log
Owner · Acct
§ 181
Change order detail
Owner
Reports
6/6 rich
§ 190
Trial balance
Owner · Acct
§ 191
Income statement (P&L)
Owner
§ 192
Balance sheet
Owner
§ 193
Cash flow statement
Owner
§ 194
GL detail / general ledger
Acct
§ 195
Tax summary
Owner · Acct
Compliance
6/6 rich
§ 200
Sales tax calendar
Acct
§ 201
Form 1099 summary
Acct
§ 202
Audit trail
Owner
§ 203
Journal search
Acct
§ 204
Period close
Owner · Acct
§ 205
Reconciliation status
Acct
Admin
2/2 rich
§ 210
Roles & permissions
Owner
§ 211
Entity settings
Owner