OPX Cashflow
| Name | Role | Pay Type | Pay Rate | Hours / Week | Hire Date | On Team | Paid Today? | Generates Revenue? | Actions |
|---|---|---|---|---|---|---|---|---|---|
| {{ dpl.user.profile.name.join(' ') }} | {{ member.role }} |
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{{ { hourly: '$/hr', salary: '$/yr', commission: '%' }[member.payType] || '' }}
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{{ teamTenure(member.hireDate) }} |
Y
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To save, fill in the highlighted fields:
- {{ line.who }}: {{ line.fields }}
Team list explains {{ teamPayrollCheck.pct }}% of actual payroll. It appears a team member is either missing or left during this period. Check pay rates and hours, and whether anyone marked Paid Today is actually on payroll.
{{ team.error }}
| Account Name | Account Number | Actions |
|---|---|---|
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Are you sure you want to delete this account? Doing so permanently deletes the account and all transactions associated with it.
Upload Transactions
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confirm format
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| {{ colTitles.label }} | ||||||||
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← Previous
{{ qcPrevTX.date }}
{{ qcPrevTX.description }}
{{ formatPrice(qcPrevTX.value) }}
{{ finTXCategories[qcPrevTX.category]?.label || 'Uncategorized' }} › {{ overheadCategories[qcPrevTX.overheadCategory]?.label || 'Uncategorized' }}
{{ uploadTX.list[qc.index].date }}
{{ qc.index + 1 }}. {{ uploadTX.list[qc.index].description }}
{{ formatPrice(uploadTX.list[qc.index].value) }}
{{ qc.index + 1 }} / {{ uploadTX.list.length }}
Next →
{{ qcNextTX.date }}
{{ qcNextTX.description }}
{{ formatPrice(qcNextTX.value) }}
{{ finTXCategories[qcNextTX.category]?.label || 'Uncategorized' }} › {{ overheadCategories[qcNextTX.overheadCategory]?.label || 'Uncategorized' }}
When a transaction's description contains this text (capitals don't matter), the rule fills it in. Rules only fill blanks — a vendor you chose is never replaced, and tags are only added. If two rules match, the longer text wins.
| Contains | {{ rules.tab === 'vendor' ? 'Vendor' : 'Tags' }} | Actions |
|---|---|---|
No {{ rules.tab }} rules yet.
Please fill in all fields (and use each "Contains" text once per tab).
{{ rules.error }}
Apply to {{ rules.applyCount }} existing {{ rules.applyCount === 1 ? 'transaction' : 'transactions' }}? This only fills blank vendors and adds tags.
Filled {{ rules.applied }} existing {{ rules.applied === 1 ? 'transaction' : 'transactions' }}.