Finance organised in four steps, and "This month"

This month

• At the top, three figures: what you collect, what you pay and your result for the month, taken from the financial table and from Reports and invoices.
• Then what is left to do: one card = one decision = one button, the most urgent first. Example: "3 reports blocked: client details to complete", "Complete" button.
• Approve, Collect, Pay and Result filters; on the right, what the software did on its own this week.
• At the end of the month, a "Close" card freezes the month's rules: a rate changed afterwards no longer affects it.

A menu organised by question

• "Cleaning to approve" stays just below "This month".
• Collect: Clients, Reports and invoices, and Payments received (your SEPA direct debits and their mandates).
• Pay: Cleaner payroll (Hours, Salaries, Cleaner invoices) and Costs (fixed costs and variable costs).
• Result: Financial table and Taxes.
• Set up: Rates and rules, the Pricing page with its three tabs.
• Each entry opens its own page, which does not repeat the menu: Costs (fixed costs, variable costs), Financial table (overview, table) and Taxes are three pages, and "SEPA direct debit" leaves the report settings.
• Same screens, new place: the old addresses still work and everyone keeps what they could see.