Help center
How each part of ORG-APP works, what it is for, and what to do when something looks wrong.
Everyday
- Home
Your day at a glance: what is waiting on you, what you have on in the next seven days, and what has been posted for you.
- Dashboard
How things stand across the part of the organization you look after: what is waiting first, then the headline numbers, then a section for each subject. Staff and volunteers see My board, about their own work.
- Messages
Conversations with people in your organization: one person, a few, or a group reached by unit and role.
- Message settings
Your own settings for Messages: saved replies, the conversations you muted, how messages reach you, what this device keeps, and the keys.
- Reports sent to you
The messages and posts people reported to you as their safeguarding lead: why, who reported it, the words, and what has been done.
- Your notifications
Everything sent to you, newest first: what needs you, what is new, and what has already been dealt with.
- Your account
The settings that follow you, not your unit: notifications, how you sign in, where you are signed in, your clock, your details and a copy of your data.
- My Drive
Your documents, and the ones people have shared with you: upload them, share them, read what you are asked to, and keep their versions.
- Shared outside
Every file people outside your organization can open: who it went to, who opened it and when, and when it ends.
- My purchase requests
What you asked to buy, and where each request stands: approved, ordered, and what has arrived.
- My claims
What you spent for the organization from your own pocket, claimed back: who agreed it, and when you were paid.
- Forms
Forms and surveys you are asked to answer, responses waiting for your approval, and the forms you run.
- One form
One form you run: build its questions, publish and share it, read its responses, and choose what happens when one is sent.
- Answer a form
A form or survey you are asked to answer, and what became of what you sent.
- To do
Everything you have been asked to do, in one place: what is waiting on your answer at the top, then one list of the rest in order of when it is due.
- My teams
The teams you are on: who leads each, how many are on it, and how busy its wall has been.
- A team's wall
One team's wall: what its members say to each other, which only they can read.
- My groups: the wall
Everything said in all the groups you are in, on one wall, newest first, with your groups' next meetings beside it.
- My groups: the meetings
Every meeting of every group you are in, in one list on one clock: this week, later, and the last four weeks.
- My groups: the groups
The groups you run and the groups you are in, invitations waiting on your answer, and the requests to join you are still waiting on.
- A group's wall
One group's wall: what its members post and ask, its next meeting, who runs it, and, for those running it, the ways people get in.
- A group's meetings
When the group meets, who is coming to the next meeting, and how many came to the ones held.
- A group's files
The photos, files and links shared on the group's wall, gathered in one place.
- A group's people
Who is in the group, and, for whoever runs it and its helpers, who is waiting to join, who was invited and who needs a word.
- Projects
Work your units keep as boards and lists, such as camp preparations or a fundraising drive, each with its tasks and the people on it.
- A project
One project: its Overview, its tasks on a board or a list, its Timeline, the time logged on it, its files and automations, and its people and settings.
- Automations
Rules that act on a project's tasks so people do not have to chase: telling people, giving a task out, adding the next task, or changing a field.
- All tasks
Every kind of work you can see, in one table: project tasks, governance actions, program jobs, follow-ups with donors and HR checklist items.
- Workload
Planned hours from the tasks given to people, week by week, against each person's weekly hours.
- One piece of work
One piece of work, whatever its kind: a project task, a governance action, a program job, a follow-up with a donor or an HR checklist item, on the same page.
- Broadcasts
One message, by email and in the app, to everybody at a unit, to some of its roles, or to the people who asked it for news, and how each one went.
- One broadcast
One broadcast as its author and its approvers see it: where it stands, how many it reaches, its words, and the buttons to approve, refuse or cancel it.
- Send a newsletter or report
A file from Drive sent to your contact lists: each reader gets an email with one button that opens it, with nothing to sign in to.
- An announcement
An announcement your organization sent you, in full: its subject, the unit it went to, when, and every word.
- Monthly sends
Your newsletters and reports that go on the 1st of each month with the newest file in a Drive folder: skip a month, change one, pause it or delete it.
- Our strategy
Where the organization is going, as its Owner or an Admin shared it with everyone: the headline, why it matters, each goal and how far along it is, and your own part in it.
- Pay runs
Every pay run you have a part in, the ones waiting for your approval first, and where HR starts a run for a unit's pay period.
- A pay run
One pay run: its lines, who prepared it and who approves it, and each step from draft to paid.
- Changes waiting
Raises past the Owner's limit, waiting for a second person's yes, and new bank accounts, waiting for a call-back before any pay run pays them.
- Pay tables
Your organization's own income-tax bands and statutory deductions, allowances and benefits, how overtime is paid, the raise limit, and where pay posts in the book.
- HR
What is due on the HR records you keep, who starts and who leaves soon, the work waiting on you, and your own HR PIN.
- People
Everybody you keep HR records for, a page at a time: where they sit, the footing they work on, when they started, and what needs attention first.
- A person's HR record
Everything HR keeps about one person, in tabs: employment, documents and checks, pay, emergency contacts, time and leave, history, and what joining and leaving, letters and reviews add.
- Custom fields
Your organization's own fields about its people, such as a staff number or the languages they speak: shown on each HR record, in the People download, and read back by the people import.
- Org chart
Who reports to whom, drawn from Hierarchy › Positions, for a unit and everything below it where you keep HR records.
- Headcount & turnover
How many people a unit has today, on what footing, and who joined and left in the last 12 months, for the unit and each unit below it: counts only, never names.
- Joining
What waits on you when somebody joins or leaves — a checklist task, a probation review, an exit step — and, for HR, every checklist, probation review and checklist template where it keeps records.
- A joining or leaving checklist
One person's joining or leaving checklist: its tasks grouped by whose they are, what each asks, when each is due, and who checked off what.
- Leaving
Somebody leaving, step by step: a notice handed in or an end proposed, a second person's decision where one is needed, clearance desk by desk, the interview, the questionnaire, the settlement, and their access ending after the last day.
- An exit
One person's exit, step by step — the end and its decision, the clearance, the interview, the questionnaire, the settlement and their access — each drawn for whoever takes that step.
- Letters
HR's letters from the organization's own templates — offers, contracts and changes of terms people sign in the app, and certificates you issue — with what people asked HR for, and the templates.
- A letter
One letter as paper, with your own step beside it — signing it, countersigning it, or HR's draft and its sending — and its audit trail and fingerprint.
- Cases
Where you raise a grievance and follow it, read a case about you, and open the cases and grievances you have a part in; HR and the Owners also open disciplinary cases here and list every one they keep.
- A case or a grievance
One disciplinary case or one grievance: where it stands, who does what, its hearing, its record and its outcome, with each step drawn only for whoever takes it.
- Time limits
How many working days your organization gives to acknowledge a grievance and to hear it, how early the reminder goes, and which days of the week count.
- Hiring
The vacancies you keep or hire for, every hiring step waiting on you, and where HR asks for a new vacancy from a position.
- A vacancy
One vacancy: its request, its job post and application form, the board of applicants, interviews and their panels, the offer, the pre-start checks and the hire, each step shown only to whoever takes it.
- Reviews
The review steps waiting on you, the review cycles you run, and your own reviews.
- A review cycle
One review cycle you run as HR: set it up and open it, see each person's review by its stage, name who writes the ones with nobody, ask for peer views, and close it.
- A person's review
One person's review in a cycle: their self review beside the reviewer's view, the meeting and the sign-off, their word on it and any appeal, and their goals.
- 1:1s
Your own notes of your 1:1s with the people who report to you, the actions you agreed and the next 1:1 booked, and the notes your managers shared with you.
- Pulse surveys
A few anonymous questions asked again and again, every week, every two weeks or every month, to see how people are, with each round's results in groups of 5.
- Not in your plan
Where a page or an action your organization's plan does not include sends you, and where reaching one of your plan's numbers does: what you are missing, the plans and packs that have it, and who can get it.
- Nothing was changed
Where a change you tried lands while your organization can be read but not changed: why it was refused, and what still works.
- Help & support
Where you ask ORG-APP support for help, and find the requests you have made and their answers.
- Support request
One request to ORG-APP support: everything written on it, its status, and where you answer.
Reports
- My report
The reports you have been asked for, the notes you keep towards each, and the ones you have sent.
- Add a note
A line or two towards one report, with a number or photos, written when it happens, even with no signal.
- Monthly roll-up
The month's totals for your unit and the units beneath it, people, hours and leave, with what happened that month below them: the page a board reads.
- Consolidated reports
One report form's number and rating answers for one asking, added up from each unit to the region and the nation, for board packs and funders.
- Custom reports
Reports you build yourself from people, hours, leave, bookings, members, tasks or a form's responses, reading only what you can already see.
- Staff reports
The reports people have sent in: what waits for you to read or sign off, who has not sent theirs, and where each report goes next.
- Report forms
The forms you ask people to fill in: who is asked, how often, who reads what comes back, and how each round stands.
- Report form
One report form: its questions, who writes, reads and signs it, how the round being asked now stands, and what came back.
Time and leave
- My timesheet
Every shift you have clocked this month, what it adds up to, and where to ask for a shift to be put right.
- Clocking in and out
Where you clock in and out, take a break, and say what a shift was spent on as you leave.
- My leave
Your leave balances, broken into their parts, and the time off you have asked for.
- My shifts
Your published shifts for the next four weeks at every unit, with the open shifts you can take, your swaps, and when you can work.
- Rotas
Your teams' volunteer rotas: the days each team serves, who is on, and the open slots you can sign up for.
- Your ID card
Your ID card on your phone, the same as the printed one: hold it up to the kiosk at the door to clock in, and again to clock out.
- My pay
Your payslips, once each pay run is paid, and the bank account your pay goes to.
- Payroll
One pay period's approved hours, paid leave and adjustments at a unit, locked once payroll has them, and downloaded as Excel or as CSV for a payroll provider.
- Approvals
Timesheets, leave and corrections waiting for you to sign off, one pay period at a time.
- Scan cards
Clock people in and out as they arrive, by pointing this phone or tablet at their ID card.
- Team hours
What everybody at and below your units has worked this month, added up by unit, by category and by person, from the hours they recorded.
- Timesheet
One person's month as somebody who reads their hours sees it: each day, what it was spent on, and the shifts and notes behind any day.
- Service-hour certificate
A volunteer's approved hours between two days, as a certificate to print or save as a PDF.
- Roster
A unit's week of shifts: who works when, in which role and place, built as drafts and then published to the people on it.
- Planned vs actual
A unit's week after the fact: the published roster against the clock and the timesheets, person by person and day by day, with the late, early and missed shifts.
Events and programs
- Calendar
Everything on in your unit, and anything announced from above it, by day, week or month: events, meetings, classes, holidays and your own leave and bookings.
- One event
One event on the calendar: when and where it is, your reply, and, for whoever runs it, who is invited and who came.
- Poster
An event's poster in four shapes, A4 to print, a square post, a story and a wide banner, each as a picture to share or a PDF to print.
- Programs
What your organization runs, such as a convention, a camp or a monthly gathering: where each one stands, who is on it, who came and what happens afterwards.
- Past programs
Every program that has finished, however long ago, each opening on its last date with its report, who came and what happened afterwards.
- Follow-up
Everybody a program has sent on to be followed up: where each has got to, who is following them up, how long they have waited, and who has nobody.
- A program category
Every program of one category that is open for booking and that you can see, wherever in the organization it is run.
- Running a program
One program your organization runs: what needs you next, its figures, and, in its header, Settings, Share and the door, which every one of its tabs wears.
- People
Everybody on a program for the date in view: the people coming, the crew running it, what they told you when they booked, and the door on the day.
- Groups
A program's sets of groups for the date in view: discussion groups, game teams, buses or workshop tracks, each with its leaders.
- Rooms
Where a program stays on the date in view, who needs a bed, and who sleeps in which room.
- Getting ready
Between booking and the day: who is ready to go, and the documents travelers sent that are waiting for a check.
- Running order
The plan for the day, minute by minute, with somebody on each line, readable by everybody the program is shown to.
- Planning
The jobs to do before a program, the lines of its running order still needing somebody, and the speakers, places and things booked for it from Resources.
- Money
A program's money: what came in, what is still owed, and what was spent against its budget, with everything somebody who keeps it needs to record.
- Afterwards
What happens to the people who came: before the day, the follow-up plan; after it, who came, how far follow-up has got, and a group or a course to send them on to.
- The report
The report on a program: written by the people asked to, read by whoever runs it, and downloaded as Word or PDF.
- Book a place
Booking a place on a program while you are signed in, with your own details already filled in.
- Your checklist
What you still need to do before a program you are booked on, such as a form to sign, a document to send or a payment, and the lists you keep for somebody you booked.
- Resources
Everything your unit can book: its own speakers, interpreters, drivers, equipment, vehicles, venues and stock, what every unit above it keeps, and anything a keeper offers to the whole organization.
- What I keep
The people and things your units keep, such as speakers, drivers, equipment, vehicles, venues and stock: what needs you, and who has them when.
- What I've asked for
Everything the programs you run have booked or asked for from Resources, grouped by program, with what each keeper said.
- One resource
One person or thing a unit keeps: what it is, who keeps it, who has it when, and, for its keepers, its loans, repairs and papers.
- Add a resource
Adding one person or thing a unit keeps, so the unit and the units beneath it can book it.
Courses
- Courses
The courses offered to your units, what is required of you, and the classes running now.
- Classes
Every class running a course you can see: its unit, its state, its dates and who is on it.
- Past classes
Every class that has finished or was canceled, across every course: its roster, who completed it, and a group to keep them together.
- My learning
Your own courses, made for your phone: what is next, how far along you are in each class, what is required of you, and your certificates.
- Schedule
Every session of the classes you are in, in one list, on each class's clock and in your own time when you are somewhere else.
- Teaching
Your home for the classes you facilitate: the registers still to take, what is waiting to be marked, the people asking for a place, and each class's next session.
- Posts
The posts of every class you are in, in one place: announcements pinned at the top, then the newest posts, with the class each is in.
- Post
One post of a class and its replies, where a card, a notice and an announcement's email lead.
- A learning path
Courses in the order a unit recommends taking them: each course, how far you have come with it, and the next class to join.
- Certificates
What a certificate looks like and says, published at a unit for itself or for the units beneath it.
- Certificate template
One certificate design: its words, its look, its frame and background, and a preview of what is on screen.
- A course
One course: what it is about, what it takes to complete, what comes before it, and the classes of it you can join.
- Preview as a participant
One lesson or assignment of a course's outline, drawn as a participant's page draws it, for the course's editors.
- One class of a course
A single class of a course: the people taking it, the sessions it meets for, the work it sets, and who has finished.
- A lesson or assignment
One lesson or assignment of your class on a page of its own: what to read or watch, what to hand in, and when it is due.
- Taking the quiz
A class's quiz as you take it: its rules, your attempts and what counts, and the paper, one question to a screen.
- Compliance
Who holds the courses their unit requires, who is lapsing soon or overdue, and what each unit requires of whom.
Governance and the noticeboard
- Noticeboard
Everything posted for you, on one page: your units' notices, notices sent down from the units above yours, and your teams' and groups' walls.
- Governance
Every board and committee you can see, what is waiting on you, what they have lately decided, and their meetings coming up and already held.
- Meetings calendar
Every meeting you are on the list for, on a calendar: the boards you sit on, and any meeting you were invited to.
- One board
One board or committee: who serves on it, how it decides, when it meets, and its meetings, decisions, plans, papers and actions.
- Interests declared
One board's register of interests: what its members hold that could pull against it, standing and ended, read before a matter is discussed.
- One meeting
One meeting of a board: its agenda and papers before, the roll, motions and votes on the day, and its minutes and actions after.
- Decisions
Every decision the boards you can see have taken, a meeting at a time: what each resolved, how the vote went, and whether it still stands.
- Action items
Every job the boards you can see have given out that is still open: who has it, when it is due, and what is late, stuck or on nobody.
- Governance analytics
Whether your boards are working, over the last year: how often each met, whether it was quorate, whose minutes are still not approved, and how late its work is.
- Strategic plans
What the boards you can see have committed to do, the plans in most trouble first, with how far along each goal is and what waits on a board.
- One plan
One strategic plan in full: where it is in the board's process, each goal against its pace, the readings and work beneath them, and what the board has decided.
- One goal
One goal of a strategic plan: its target, owner and period, its readings, the projects put toward it, and the board's actions toward it.
Settings
- Email queue
Every email your organization has sent or tried to send, what became of each one, and the addresses mail no longer reaches.
- Settings
Every setting you keep, on one menu: grouped as Settings groups them, each with a line on what it is for. On a phone it is the way into each of them; on a computer the menu is beside it, and Settings on the left opens a setting itself.
- Events
The kinds of event on your calendar, in your own words: they fill the Category box on the calendar's event form and the calendar's filter chips.
- Programs
The kinds of program your organization runs: every program is filed under one of these, and only these.
- Departments
What a department is for, in your own words: these color the departments on the structure, and are what a ready-made structure files its departments under.
- Follow-up tracks
What happens to people after a program: each track is a named list of stages, and people move along it one stage at a time.
- Groups
Whether your organization runs informal groups that cross units, and whether people from outside it may join them.
- Daily notes
One line on everybody's home page each morning, chosen from your own library of lines, or none at all.
- Automations
Every rule on the projects you can open, in one place: rules that act on a project's tasks so people do not have to chase, with how often they have run and what they did.
- Imports
Bring work in from another tool: an Asana project, a Trello or monday.com board, or any spreadsheet becomes a project at one of your units, and a class you run can be brought in from Google Classroom or a spreadsheet.
- Roles and access
What each role lets somebody do: the built-in roles every organization has, and the roles your organization makes for itself.
- Posters
The designs your events' posters are drawn from: made once at a unit, for itself or every unit beneath it, so a poster for any event is then a minute's work.
- Working time
How recorded time is counted, one unit at a time: rounding, overtime, how long a shift may stay open, and what a shift must say.
- Timesheet categories
What working time is spent on, in your own words: they fill the Category box when somebody says what a shift was spent on, and break down the hours in time reports.
- Timesheets
How a timesheet travels here, and who decides each step: worked, confirmed by its person, approved, signed a second time where you ask, and payroll.
- Attendance
Fixed shifts or flexible hours, unit by unit and person by person, and when late, early and missed shifts are passed on to a lead or the Coordinator.
- Leave
The kinds of leave people can ask for, which are the same everywhere, and how much each unit's people earn of them, which a unit sets for itself and the units beneath it.
- ID cards and kiosks
How every ID card looks, and the kiosks at your doors: a card is scanned at a kiosk, or by a lead's phone, to clock in and out.
- Details
What the whole organization starts from: its name, clock, currency and language, how people sign in, its logo and app, and its web address.
- Website
What people see at your organization's address before they sign in: a home page, more pages where your plan has them, pages for units, and your programs on a website of your own.
- Website page
One page of your website beside its home page: its words, its address and cover picture, and whether it is published and in the menu.
- Your own domain
Sign-in, the app and your website at an address of your own, such as app.northfield.org, instead of your address on ORG-APP.
- Verification
How ORG-APP confirms who runs your organization, so that it can take money and carry the Verified mark.
- Level types
Your own words for the layers of your organization — nation, region, chapter, assembly.
- Modules
What your organization uses, within what its plan includes: switch off what you have no use for, and it comes back as it was when you switch it on.
- Sign-in and security
Whether your people may sign in with a passkey — their fingerprint, face or device PIN instead of a password — and whether your administrators must have one.
- Single sign-on
Your people sign in with your own identity provider — Microsoft Entra ID, Google Workspace, Okta or another — at the email domains you prove are yours, and your directory keeps their accounts and seats.
- Developers
Keys that let your other systems — a payroll provider, a spreadsheet, a website — read and change your records, and addresses where ORG-APP sends your own systems a message when something happens.
- Connections
Connect your own Claude, ChatGPT or Microsoft Copilot to ORG-APP so it can ask as you, choose what it may do, see every question it asked, and end it.
- Connect an app
The page an assistant you are connecting opens, where you read what it asks to do as you and allow it or say no.
- AI assistant
What the assistant in the top bar may spend each month, whether what people ask it is kept, and what it has cost so far.
- Payments
How people who book your programs and give to your funds pay: each unit's named payment routes, the ones it uses by default, and the changes waiting for an owner's or admin's approval.
- Billing
Your organization's plan and paying for it: the trial, the next invoice, packs and add-ons, text credit, this month's video minutes, and the card kept with Stripe.
- Expense approvals
The steps an expense claim — or, where Purchase orders are switched on, a purchase order — goes through, in order, before whoever approves money at its unit agrees it.
- Texts
Your organization's credit for codes, reminders and broadcasts by SMS and WhatsApp: what is left, what it went on, and where codes may be sent.
- Export and archive
Taking a copy of all your organization's records out, choosing where its documents are kept, linking its privacy notice, and what ORG-APP keeps and for how long.
- Audit log
What was done in your organization, by whom, when and where: its own audit log, with filters and a download.
- Sharing and contacts
Your organization's rules for files that leave it: who may share them outside, how long links last, the folders that never leave, what readers can do, and the emails your contacts get.
- Notifications
How each group of notices reaches people by default, by phone and by email, and the Slack and Microsoft Teams channels that hear about what happens.
People and structure
- People
Everyone seated in the units you can see and what they do there, and where you find, add, invite and download them.
- One person
One person's seats, what each lets them do and asks them to submit, and their record, as far as you may see it.
- ID cards
Who at a unit has an ID card, issuing cards to the rest, printing them, and replacing a lost one.
- Import people
Put a list of people on the books from a spreadsheet, each with a seat at a unit, checked in full before anything is written.
- Participants
Everybody who took part in one of your programs or courses, with an account or not: one record each, and everything they took part in.
- Contacts
People outside your organization who hear from you and never sign in: the lists you put them on, and how each agreed to hear from you.
- Members
The memberships of the units where you run membership or keep its dues: who is a member, of which kind, who has applied, and who is due to renew.
- One membership
One membership: who it names, where it stands, its dues and how each was paid, and its member card.
- Hierarchy
How your organization is shaped — countries, regions, chapters, or whatever you call them — and how many people are seated in each unit.
- Import hierarchy
Build or add to your hierarchy from a spreadsheet, one row a unit, checked in full before anything is made.
- Start from a structure
Lay down a common shape for your organization in one go: its levels, units, departments and teams, ready to rename.
- Structure
What each unit does: its departments, the teams inside them, and who leads and works on each.
- Positions
Where several people share a role at one unit, a named position for each, so each reviews only the people who report to it.
- Web pages
The units whose page on your organization's website you write, and whether each has none yet, a draft, or a published page.
- One unit's web page
Write one unit's page on your organization's website: what it says, when and where it meets, whom to contact, its pictures, and whether it is published.
- Getting set up
What a new organization still needs, worked out from what is really here, with the way to each step.
Money
- Overview
How one unit's money stands — its cash, the month's money in and out, the budget — with everything waiting on you, and what the programs and classes whose money you keep are owed.
- Gifts
Every gift to the units whose book you read, as it went into the book: who gave, how much, for what, its receipt, and whether they have been thanked.
- Donors
The people and organizations who give to the units whose book you read, who looks after each, and how each likes to be reached.
- A donor's card
One donor: who they are, how they like to be contacted, every gift and every contact beside it, the next contact planned, and what they have pledged.
- Pledges
What donors have promised — so much, so often — how much of it has come, and who is behind.
- Thank-yous
How one unit thanks its donors: the gifts still waiting, how quickly they are thanked, its own wording, its receipts, its Give page, its funds and the year-end statements.
- Levies
What units owe the units above them, what has been paid and what is late, seen from both ends, so the two books agree.
- Levy schedules
The rules the units below a unit owe it by and, for a period, what each would owe, worked out before anybody is billed.
- Banking
A unit's bank, mobile money and cash accounts beside what their banks say: where each one stands, and the statements uploaded.
- For review
One account's statement lines, each matched to what the book already has or put in an account, so its months can be reconciled.
- Reconcile
Each month of an account, in order, checked against the bank's closing balance, or a cash box counted at the month's end.
- Claims
What people spent for the organization, as the finance desk sees it: who claimed it, who agreed it, and whether they have been paid back.
- Bills
What the units owe their suppliers and when it is due, with each bill paid, undone or voided here.
- Purchase orders
Spending agreed before it is committed: asked for, approved by amount, ordered from the supplier, received, then matched to the supplier's bill.
- Suppliers
Who the units buy from and pay: how to reach them, how to pay them and who last changed that, and what is owed to each now.
- Budgets
What a unit plans to spend and raise, month by month, beside what the book says it actually has.
- Journal
Every entry in one unit's book, over any dates: found by its words, an account, a fund, an amount, a program or where it came from, and posted, copied, reversed or downloaded by whoever keeps the book.
- Chart of accounts
The accounts every unit's book uses, one chart for the whole organization, with the chosen unit's balances beside them.
- Funds
Money given for a purpose, and what is left of it in the chosen unit's book: each fund's balance this year, and the funds themselves.
- Periods
One unit's year, month by month: each month's sign-off, the balances its book opened with, when its year starts, and closing a year.
- Sync
The chosen unit's book posted to Xero or QuickBooks Online, once an entry, through the accounts you map: where it posts, what went, and what waits.
- Statement of activities
The Reports tab: the statement of activities, a unit's income and spending over any dates, and the list where you choose any other report.
- A report
Any report but the statement of activities, for one unit's book: the financial position, cash flow, fund balances, the general ledger, the trial balance, spending by purpose and the giving reports, each with its own title in the header.
- Across units
Every unit whose book you read, side by side for one month: who has closed it, and what those who published reported, each currency on its own.
- Invoices
What customers owe each unit: every invoice sent, seen, paid or late, how late the money owed is, and each invoice with its payments, credit notes and what it posted to the book.
- Customers
Who each unit sells to and invoices: what each owes, how much of it is late, how quickly they pay, and each one's invoices, payments and statement.
- Items & prices
What each unit sells and for how much, with the income it earns and its tax: picked on an invoice's line instead of typed.
- Sales
How a unit invoices: its numbers and terms, its reminders, the address and words on every invoice, where customers' replies go, the accounts its invoices post to, and its tax rates; and, where the Sales pipeline is on, the stages every unit's pipeline moves its deals through.
- Pipeline
Work you hope to win, from first talk to a signed yes: every deal on a board of stages, what it is worth and likely to bring in, and its invoice made the day it is won.