Money coming inMoney in · Books

Money coming in, with its sourceMoney in, with its source

See customer balances recorded in Books, alongside sales work that still needs review.See what customers owe from posted Books entries, alongside sales workflow records that still need their own review.

Read only · no write actions

Choose a company and as-of date.

Recorded Books balancesPosted books evidence

What customers oweMoney owed

Customer balances returned by Books. Recorded and locked entries only.Open customer balances returned by the Books A/R aging report. Posted and locked entries only.

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Loading customer balancesLoading posted A/RReading the selected Mountain Time date.

Sales work recordsSales workflow records

Sales proposalsSales proposals

A read-only summary of proposal work and source-provided amounts. This is not a Books balance.A read-only summary of proposal workflow state and source-provided amounts. This is not an accounting balance.

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Loading proposal evidenceReading the existing sales workflow summary.