What this board shows
Daily money collected across every company, in real time. Three numbers up top:
- Accrual — everything earned/booked (counts the moment the work is done).
- Cash — what's actually been collected.
- Receivables (A/R) — earned but not paid yet (Accrual − Cash). When a customer pays, it moves out of A/R into Cash. When everything's paid, A/R reads $0.
Logging in
Use Continue with Google or your email + password. Your account is tied to you for attribution — the staff leaderboard tracks what you personally bring in.
Roles & access
Admin
Mgr
Staff
View board & receivables
✓
✓
✓
Generate receipts
✓
✓
✓
Take payments (Valor)
✓
✓
✓
Set revenue goals
✓
✓
—
Add staff & settings
✓
—
—
Printing a receipt
Click + Receipt (top right) → pick the company (it stamps that company's name, address & phone) → type the customer name and the items + amounts → Print / Save PDF. A clean receipt opens in a new tab with the print dialog — print it, or save as PDF, and hand it to the customer.
Work Desks — start your day here
The Work Desks row (top of the board) is where you go to work. Each tile is a lead desk — click it to jump straight into that site's back end.
- The big number is how many leads are in that desk right now, live.
- "N NEW TODAY" means new leads came in today — that's your first stop.
- "NEEDS KEY" or "SET LINK" means that desk isn't reporting yet — an admin finishes it in Settings → Work Desks.
Counts refresh on their own every couple of minutes. Revenue only ever reads these numbers and links you out — the leads themselves stay in their own site, where you work them.
Entering & updating money
Two ways money gets in, both admin/manager only: Import CSV (bulk — pick the company, upload a file, map the columns, confirm) and the Revenue Ledger (see every payment; Add one by hand, or Edit / Delete any entry — new or back-dated, like correcting books). Each company shows its own fields (Re-Roll: VIN, sale price; Crash: RO#, insurance vs customer; Tax: return type, preparer; etc.), editable in Settings → Company revenue fields.
💡 Suggestions & issues
See something broken or have an idea? Click the 💡 (top right), type it, send — it reaches the developers with your name and the time attached. When there's an unresolved item the 💡 pulses with a red count. Admins move each one New → Acknowledged → Fixed; fixed items clear after 7 days.
Who sees what (owner)
The Roles & Access board (owner only) sets each person's role and which apps they reach. Settings → Company visibility (owner only) controls which companies each person sees here — sensitive ones (credit, lending) are private by default. A company someone can't see is hidden from their breakdown, upload, receipts, ticker, and totals.
Dates
Every date and time on this board is Central Time (CT), matching the rest of the network — no matter where you open it.
About the numbers (important)
The dollar figures are now real — read live from the receipts and payments logged in this app. Empty days/periods show $0 until entries are made or imported; nothing on the board is a stand-in anymore. History gets backfilled by importing past payments (admins: Import CSV), the way you'd correct books in accounting software. The tax-return counts (started / finished per preparer) and every dollar figure now live in this app — not Google Sheets — which is the source of truth.
Need help?
Contact the admin (Cyrus). This section is kept current — check here whenever something on the board changes.