This month
Owner view — full financialsYour weekly review
from your Wednesday promptTo-do / ideas
Next Week
tap a day, pick who's on whatCashflow — next 6 weeks
driven by receivables & expected expenses
Received
Expected in
Money out
Projected balance
Expected payments & milestones
set payment dates & split fees into milestones · feeds the cashflowReceivables — money in
overdue highlighted · mark paid to confirm the inflowProjects
revenue · subbie cost · contingency · marginyour projects · tap to openedit PM · subbie cost · trilogy feeProject figures loaded from the database. Add projects via the API to populate.
Invoice approvals
Deliverables
add · mark delivered · removeyour projectsall projectsDeliverables register
all projects · all deliverablesExpected ongoing expenses
tap a row to add the actual amountOne-off expenses
Stacey's to manage · out-of-pocket claims route to the ownerTax & obligations
accruing · mark paid to resetPAYG withheld
—
accruing from payroll summaries
Super payable
—
accruing from payroll summaries
GST net position
—
GST collected − credits, from invoices in/out
Tasks
assign & notify by emailDeliverables
for this projectComments
Add Variation
drop updated pricing tool to update project fees📎 Drop pricing tool (.xlsx) here, or click to browse
Team schedule — who's on what
Fortnightly look-ahead
filled from each PM's weekly planBulk assign — book a person across a date range (weekdays only)
Leave & public holidays
people on leave won't be assigned tasksCurrent fortnight
Upcoming leave
Public holidays