™The six questions
Can I pay the bills, am I making money, who owes me, what do I owe, where is it going, what should I do this week.
Open Money & health in the sidebar. Owners and admins see six panels, each opening with one sentence written from your numbers:
- Can I pay the bills? Cash, days of buffer, runway, what is due out.
- Am I making money? Revenue, cost of sales, costs, net, margin, month by month.
- Who owes me, and what do I owe? Receivables by age, average days to pay, overdue and due-soon invoices, your biggest customers; bills, loans, cards, tax set aside against the estimate.
- What do I own and owe altogether? A plain balance sheet.
- Where is it going? A health score, Healthy, Watch or Attention, with the signals in sentences.
- What should I do this week? Chase, pay, set aside, add cash, add costs.
Other members see the work and pipeline figures only; money is for owners and admins.
Where the numbers come from
Your invoices fill in what you are owed by themselves. Everything else comes from papers you upload, figures you type, or lists you point a tracker at. Every number says where it came from.
| Source | Wins over |
|---|---|
| A figure you typed | A document |
| A document | A list |
| A list | Invoices |
| A profit and loss | A bank statement, for revenue and costs in the months it covers |
| A bank statement | Everything, for cash |
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