Every card on your workbench opens to the work behind it
Your go live workbench used to state fourteen figures and a chart, and none of them opened anything. You could see that four jobs were overdue, or that €8,400 was awaiting payment, but not which four, or which invoices.
Every card now leads somewhere. A card that states a figure opens a page holding the records behind it; a card that states none opens the list its rows live on.
What a figure page shows
Five things, in the same order every time:
- The figure, with the counts or amounts that make it up.
- How it is worked out — what is counted in, what is taken out, and how to read it.
- A register of every record behind it, which adds up to the figure and says so. Filter it by status or by age, search it, sort any column, and open any row to the work itself.
- How it moved since the start of the range you are on, with every movement named. Nothing is collapsed into an “other” line.
- The range and the moment the page is as at, stated once at the top.
Your work, and nobody else’s
Every page reads only your own engagements, invoices and scores. There is no view here onto another expert’s book.
Two things about your earnings
They are never added together. What you have been paid and what is awaiting payment are invoiced money. Work in delivery and work at risk are the contracted value of engagements that have not been invoiced yet. Adding the two would count the same engagement twice, so the earnings chart draws the four side by side against the largest of them and states no total.
Two figures read on their own window. Earnings this month covers the calendar month, and the average payout cycle covers all your completed work. Both say so on their face, so changing the range at the top does not silently change what they mean.