Money

The Money section covers everything financial — revenue forecasting, deal tracking, retainer management, payroll reporting, and invoicing.

What’s in This Section

Page	What It Does
Forecast	12-month revenue projection based on your project pipeline
Prospects	Track potential deals through the sales pipeline
Retainers	Manage recurring client engagements with monthly hours
Payroll Hours	Hours per team member for payroll processing
Invoices	View and manage invoices synced from QuickBooks
My Invoices	Submit and track contractor invoices

The Money section is heavily role-gated. What you see depends entirely on your role:

Page	Admin	PM	Employee	Contractor	Accounting
Forecast	Yes	Yes	No	No	Yes
Prospects	Yes	Yes	No	No	No
Retainers	Yes	Yes	No	No	No
Payroll Hours	Yes	Yes	No	No	Yes
Invoices	Yes	Yes	No	No	Yes
My Invoices	No	No	No	Yes	No

Managers (Admin and PM) see the full financial picture: Forecast, Prospects, Retainers, Payroll Hours, and Invoices.
Accounting users see Forecast, Payroll Hours, and Invoices — the pages they need to process payments and track revenue.
Contractors see only My Invoices, where they submit and track their own invoices.
Employees don’t see the Money section at all.

Prospects is also hidden when Personal Mode is turned on.