Manage Money

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.