Organization
Your businesses, branches, departments and approvals.
Your businesses
Every business in your organization that you can work in. Switching signs you into that business; its records stay separate from the others.
| Business | Your role | |
|---|---|---|
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Branches
Shops, sites or offices inside this business. Tag records and bills with a branch to see totals per branch below.
| Name | Location | Staff | Status | |
|---|---|---|---|---|
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Departments
Teams you want to track separately, such as Sales or Operations.
| Name | Code | Staff | Status | |
|---|---|---|---|---|
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Approvals
Paying a large bill or finalizing a large pay run can need a second person. Set the amount and who can approve; requests appear here.
Waiting for a decision
| Request | Amount | Asked by | Asked | |
|---|---|---|---|---|
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Recent decisions
| Request | Amount | Outcome | Decided by |
|---|---|---|---|
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Totals by branch and department
Sales and spend on verified and unverified records, grouped by how they are tagged. Untagged work shows as Unassigned.
| Branch | Records | Sales | Spend |
|---|---|---|---|
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| Department | Records | Sales | Spend |
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