Dashboard
Payment Status
Monthly Volume
Spend: Influencer vs Ads
Top Campaigns by Spend

Payment Queue

IDCampaignInfluencerRequested by TypeTermsDateDueAmountVATAdd'l FeeTotalStatus
Process Payments
IDInfluencerCampaignTotalFeesCostStatus

Margin Analysis

Budget vs Cost
Margin %
Cost Breakdown
Spend by Month
Campaign P&L
CampaignClientStatusBudgetInfluencerAds SpendFeesTotal CostProfitMarginGoalHealth

User Management

NameEmailRoleStatus

Activity Logs

Log Entries
TimestampLevelActionUserDetailIP

Backup & Recovery

Automated weekly (Sundays) and monthly (end of month) backups of the database and invoices to Google Drive. Invoices are archived in per-run folders.
Run a backup
Leave the dates empty to back up all invoices. Set a range to back up only invoices for requests uploaded in those dates.
From (request date)
To (request date)
Maintenance
Lock today's exchange rate onto any pending payment that doesn't have one locked yet (e.g. created before rates were locked at submission). Already-locked and paid payments are left untouched. Safe to run more than once.

Reconciliation

Monthly Reconciled Volume
Currency Split
Reconciled Payments
IDInfluencerCampaignOriginal AmountAdd'l FeesTotal (USD)Reconciled TotalReconciled DateReconciled By
Monthly Summary
MonthPaymentsOriginal TotalFeesReconciled TotalAdjustments

Invoices

All Invoices
IDDateInfluencerCampaignRequested ByAmountCurrencyStatusInvoice
Monthly Breakdown
MonthInvoicesTotal Amount (USD)PaidPending

Campaign Dashboard

Budget Breakdown
Payment Status
All Payments
IDInfluencer / ItemCost TypeTermsAmountVATTotalStatusDue

Clients

Client NameContact NameContact EmailCampaignsNotes

Client

From (request date)
To (request date)
Cost type
Spend by Month
Spend: Influencer vs Ads
Campaigns
CampaignStatusBudgetSpendGross ProfitMarginPayments

Campaigns

CampaignClientManagerStart DateBudgetStatusCompletedPaymentsTotal PaidMarginGoal