Portfolio / executive operations
Overview
Executive decisions
Property portfolio
Property workspaces
Financial center
| Vendor / number | Property | Amount | Approval | Payment | Match | Actions |
|---|
Review & approvals
Decisions require a written reason. Approval never marks an invoice paid. Payment verification requires a recorded payment reference.
Document inbox · batch intake
Stage PDFs and photos together, then upload securely. Each document can be associated with property, vendor, category, project and optional invoice. Classification is manual in this release.
Choose files to stage
PDF, JPEG, PNG, WebP · maximum 10 MB each
0 files staged
Uploaded documents
Statements & reconciliation
A statement groups individual bank/card/vendor transactions and matches them to expenses. Review is required before closing; closing is deliberately disabled in this release.
Selected statement
Choose a statement to add transactions and record matches.