Overview
Department workspaces
Seven coordinated workstreams across accessible properties. Existing records are summarized here; classification of legacy records is a planning aid, not a migrated department assignment.
Select a department
Maine 2027 budget intake
Capture proposed costs, scope, evidence and work owners. These are local planning drafts only; they do not create invoices, commitments or approvals in Supabase.
Budget requests
Connected finance and operations
Live invoice and project records remain in the established modules. No automatic conversion of planning estimates into expenses or verified spending.
One portfolio. Total visibility.
Choose a workspace. Every tile opens live records from your authorized estate portfolio.
Executive decisions
Property portfolio
Analytics Studio
Build views of invoices, projects and operational activity. Charts reflect currently loaded records, not bank-certified spending. Pin charts to your personal overview below.
Historical Import Center
Organize checking, credit-card and vendor statements with supporting receipts. No bank-file parsing or automatic posting is enabled.
01 · Statement workspace
Create an account and period record. September 2026 remains closed.
02 · Document batch
Upload related invoices or photographs privately using Document Inbox. Link an existing statement using its descriptive batch name for now.
03 · Review matches
Enter statement lines and match verified invoices with manual review. Closeout remains disabled.
Statement period coverage
Readiness and protection
Real checking or credit-card statements should not be uploaded until restricted-user storage access, MFA, backups, and recovery tests pass. This page does not import historical records automatically.
Month-End Operations
Review statement coverage, reported payments, supporting documents and exceptions in one place. No automatic closeout or bank certification.
Statement reconciliation workspaces
Unmatched and incomplete records
Invoice-level payment and documentation register
Check issuance or a vendor zero-balance report does not prove settlement. Financial totals are invoice face values, not verified cash movement. Select a record to inspect its evidence.
| Invoice | Property | Amount | Payment evidence | Documents | Reconciliation |
|---|
Property workspaces
Asset Register
Central register of equipment, service vendors and maintenance dates. Administrative edits only until role testing.
Financial center
| Vendor / number | Property | Amount | Category | Payment details | Reconciliation | Actions |
|---|
Review & approvals
Decisions require a written reason. Approval never marks an invoice paid. Payment verification requires a recorded payment reference.
Document inbox · batch intake
Stage PDFs and photos together, then upload securely. Each document can be associated with property, vendor, category, project and optional invoice. Classification is manual in this release.
PDF, JPEG, PNG, WebP · maximum 10 MB each
Uploaded documents
Statements & reconciliation
A statement groups individual bank/card/vendor transactions and matches them to expenses. Review is required before closing; closing is deliberately disabled in this release.
Selected statement
Choose a statement to add transactions and record matches.
Capital projects
Expense category administration
Organization-wide dropdown choices. Existing expense records retain their original category when a category is deactivated. Administrator only for changes.