Your financial hub for quotes, invoices, and budgets.

Accounting is the landing page for Lavori's billing pipeline. Rather than a single ledger, it is a hub that gathers the financial parts of the app into one place: quotes you send to clients, invoices you bill against, budgets that plan project costs, the service library of reusable billable items, and a dedicated contractor accounting report for admins.

Open it from the Accounting link in the sidebar. The page is team-scoped, so the activity and snapshots you see reflect the team currently selected in the top bar. Switch teams to see another team's financials.

At the top of the Accounting hub is an Accounting Activity chart that plots your billing work month by month. It reads the team's quotes, invoices, and budgets and groups them into the month each was created or issued, giving you a quick read on volume and momentum across the pipeline.

Each series is color-coded so the three families stay distinct: budgets, quotes, and invoices. Quotes and invoices are broken down further by stage so you can see how work moves from drafted to sent to closed.

• Budgets Made — budgets created in the month.
• Quotes Made, Quotes Sent, Quotes Accepted, and Quotes Denied — the volume of quotes and how they resolved.
• Invoices Sent and Invoices Paid — invoices that left draft, and those that have been paid.

Below the chart, the hub presents the main billing modules as cards. Clicking a card takes you straight into that area. These are the same tools documented under Billing; Accounting is simply the front door to them.

• Quotes — create and manage estimates for your clients, then move accepted ones forward.
• Invoices — bill clients and track payments against what you have sent.
• Budgets — plan project costs and track margins. This card appears only on plans that include budgeting.
• Service Library — manage the reusable billable items and services that feed quotes, invoices, and budgets.

Organization admins get an extra Accounting card on the hub that opens a dedicated contractor report. This is the closest thing to a financial statement in the module: a per-contractor summary of hours worked, what they are owed, what they have been paid, and the resulting balance for a chosen period.

The report is admin-only. Members do not see the card, and contractors cannot reach the report at all. Non-admins who try to open it are sent back to the Accounting hub.

• Contractor Name — each contractor with activity in the selected range.
• Hours Worked — total hours from their confirmed shifts in the range.
• Amount Owed — what those shifts add up to at each contractor's rate.
• Amount Paid — payments recorded against invoices billed to that contractor.
• Balance — amount owed minus amount paid, highlighted so outstanding amounts and overpayments stand out.

The contractor report is driven by a date range. When you open it, the range defaults to the current calendar month, and you can change the start and end dates to look at any window you need, such as a pay period or a full quarter.

When more than one contractor appears, a Totals row at the bottom sums hours, amount owed, amount paid, and balance across everyone in the range, so you can see the team-wide picture at a glance.

The report is calculated, not entered by hand. It joins two sides of the ledger and matches them up by contractor.

Hours and amount owed come from scheduling. Lavori counts confirmed, published shifts whose start falls inside the date range and that belong to the team's organization. Hourly shifts contribute their span in hours times the shift rate; day-rate shifts are billed per day rather than per hour, so they do not add to the hours column but still add to the amount owed. The rate is the one locked in when the shift was confirmed, falling back to the contractor's saved rate when none was snapshotted.

Amount paid comes from billing. Lavori adds up payments recorded in the same date range on invoices billed to a contact that is linked to that contractor. A contractor only shows a paid figure when their contact record is connected to their user account, which is how the two sides are matched.

Accounting does not store its own financial records. It is a view layer over the billing pipeline: quotes capture estimates, accepted quotes flow toward invoices, invoices and their payments record what is collected, and budgets plan and compare project costs. The service library supplies the line items they all draw from.

The contractor report sits on top of two of those areas at once. It reads scheduling to learn what contractors are owed and reads invoice payments to learn what they have been paid, then nets the two. So keeping shifts confirmed and published, and recording payments on the right invoices, is what keeps the contractor balances accurate.