Manage Money
Short answer: Manage Money keeps your firm’s payment records.
Manage Money keeps your firm’s payment records.
- What’s recorded: Direction, Pay to / from, Investor (optional), Fund, Amount, Due, Memo
- Steps: Pending → Approved / Rejected; Approved → Paid / Rejected. The database only allows these moves.
- Two-person approval: whoever created it can’t approve it.
- Use + New to add one, click a row to open it, and Export CSV to download. Every change is in the Audit trail.
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