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Communicate
Read and send mailEmail signaturesShared mailboxes & agent mailMail rulesDirect messagesSpaces & channelsCalls & meetingsCalendarSearchNotifications
Run the work
Home: the Macro PulseBoards and workstreamsDecisions: propose, sign, supersedeApprovals, holds, and signaturesCharters: the authority ladderThe Audit SpineAI colleagues and the FleetDelegate to AI colleaguesEscalations: when agents raise their hand
Organize & create
Directory: people and organisationsReview queue and capture rulesCRM: pipeline, deals and playbooksFiles: upload, organise and shareDocs, Sheets and DecksDesign: the brand foundationBrand templates and the builderOrg memory: the CortexThe org chart
Operate
Books — the money deskInvoices — receivables & payablesPayroll — runs, seats and the approval floorReconcile — bank feeds and held linesTax & Reports — lodgements and signaturesBooks settings — entities, mandates, automationFrom Revenue to the money deskYour settings — profile, notifications, securityGenesis — start a new organisationFleet economics — compute as payroll

Tax & Reports — lodgements and signatures

Books › Tax & Reports has two tabs: Lodgements & obligations (what must be filed, and the signature gate in front of it) and Reports (ledger-current statements where every figure traces to its journal lines).

The rule here is PB-B4, and it is charter law: every government lodgement — every jurisdiction — waits for a human signature. Odette assembles and lodges; only you sign.

A held lodgement card with sign, review and return actions
A lodgement held under PB-B4

Sign and lodge an obligation

A prepared obligation arrives as a held card ("LODGEMENT HELD — PB-B4 · ALWAYS SIGNED BY A HUMAN") with three actions:

  1. Review workings

    Opens the workings modal. Every labelled figure (e.g. BAS labels) carries a → Ledger link listing the exact journal lines behind it — journal number, account, memo, actor and playbook clause. Lines posted by an invoice, bill or pay run deep-link to their source record. Download CSV exports the workings as real bytes.

  2. Sign & lodge

    The primary button reads Sign & lodge for the ATO entity and Sign & file for the German entity (ELSTER). Signing lodges through the sandbox gateway and writes the receipt to the ledger; the card flips to its resolved state ("SIGNED BY YOU · LODGED BY ODETTE (SANDBOX) · IN THE LEDGER").

  3. Or return it

    Return to Odette sends the obligation back for re-assembly with your note.

No delegation, no toggle

PB-B4 has no off switch and its mandate cannot be edited or delegated from Books — changing it is a charter amendment. See Books settings.

Track the obligations calendar

Below the cards, the calendar lists upcoming obligations with due dates and states — Assembling, Held for signature, and so on. An assembling obligation offers Re-prepare now so you don't wait for the cadence. Lodgement history lists every past filing with its receipt number — the receipt number is the record.

Read the reports

The Reports tab holds three ledger-current cards:

| Report | Period | Notes | | --- | --- | --- | | P&L | Period chips with real per-period figures | Open the slide-over to switch periods | | Balance sheet | As of now | Single period | | Cash flow | Next 90 days | Forecast grounded in pipeline and run rates; re-runs when the pipeline moves |

Every figure carries the same → Ledger trace as the workings. Open expands a report into a slide-over; Download CSV exports the shown period. The toolbar's Export report action jumps straight here and opens the first report.

Report cards with ledger traces, aged buckets and the asset register
Reports — every figure traces

Chase from the aged buckets

Aged receivables and Aged payables bucket balances into Current, 1–30, 31–60 and 61+ days — the oldest bucket renders amber, because it is the chase ladder's target. Each payee name deep-links to the Invoices list filtered to them.

Run the asset register

Fixed assets — register lists each asset with its number, method ("STRAIGHT LINE · 4Y"), cost and book value.

  • Run depreciation [period] appears when assets have no run this period; depreciation posts as SYSTEM, logged like a colleague.
  • Dispose… takes sale proceeds (0 for a write-off); proceeds land in Operating and the difference posts to gain/loss on disposal — the full derecognition journal.

Assets enter the register when a captured bill carries an asset line.