AR Workflow
Not Staged
Client Invoice
Needs Review → Pending → Ready to Create → Invoice Ready → Sent → Paid → Archived
No staged receivable yet.
AP Workflow
Not Staged
Contractor Bills
Needs Review → Pending → Ready to Create → Bill Ready → Paid → Archived
No staged payables yet.
Event Tracker
Ready for Finance
Approved completed events waiting for Money Matters Import / Sync.
Loading finance-ready events…
Finance Intake
Import / Sync
Bring finance-ready events in from Event Tracker or upload an Event Staff timesheet directly.
Event Tracker
Finance Ready Events
Events approved in Event Tracker and ready to import into Money Matters.
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0 events selected
Event Staff Time Report
Choose file or drop it here
CSV only. Selecting the file reads the source rows. Move to Pending creates the operational AR record only.
0 files selected
Sales / Revenue
Revenue
Revenue data
Loading revenue…
Receivables
Needs Review
0 records
No AR record staged.
No receivables in Needs Review.
| Service Date | Service Item / Role | Description / Requested Call | Qty | Rate | Amount |
|---|---|---|---|---|---|
| Select a receivable to view invoice lines. | |||||
Payables