Tenants
Reports
Alerts
Every alert rehearses first — it runs, records exactly what it would have sent, and sends nothing until you have looked at it and switched it live.
People
Warehouse setup
What decides whether the statements are right. An account belonging to no group is missing from them entirely — not wrong, absent — so that is the first thing here.
Budgets
Activity
Who signed in (and who tried), what they opened and downloaded, the questions they asked and every change made - with the time, the IP address and the device. Entries can never be changed or deleted.
📊 FR Classifications (set `fin_name` on each Sage chart account — drives P&L / BS section rollups)
⚖️ Budget Participation Ratios (per fiscal year — drives how head-office costs are split across branches in the Budget columns)
Actual participation is calculated automatically from each month's New Gross Profit — you never edit those. These ratios are only the budget expectation, set once per year. Values are percentages of the branch total.