"Do we have the money?" can mean invoiced, collected, or in the bank.
Track
Shared concept
Phase
Shared language
Starts with
Mixed question
Ends with
Right screen opened
Each question has its own screen. Mixing them gives wrong answers.
The owner asks how much money the lodge has.
Sales count when invoiced.
Only validated payments count.
This is the key moment of the journey: the right screen answers the question. This is the key moment of the journey.
Pending payouts have not left yet.
Reads the commercial picture and escalates exceptions.
Owns money movement, registers, and reconciliation.
Registers with running balances.
Why: Know the cash position.
For "where is the money", open Registers, not Invoices.