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Alta Vista · Client Reporting

Daly City Advisory

Team

Signed in as tour-c9f76c17b143@demo-visitor.invalid

How the monthly routine works
  1. Get the numbers in. QuickBooks-connected clients sync automatically on the 8th; you can also open a client and hit Sync from QuickBooks (one month) or Backfill 13 months. Everything lands in a draft — clients never see drafts. No QuickBooks? Create the period and type the metrics in.
  2. Review the draft. Open the month: check the metrics, upload the P&L / Balance Sheet / Cash Flow PDFs, write the commentary.
  3. Preview. The preview shows exactly what the client will see.
  4. Publish. The month goes live on the client's portal. Trend charts only draw published months, and a sync never changes a published month.

The month grid on each client: green published · amber draft to review · dashed = no data yet

Clients

Add a client

The client starts with the standard six metrics and no published months. Portal buttons, QuickBooks, and everything else get set up on the client's page.