Same numbers as the module screens, never a second version of the truth Each role starts from a sensible default, each person tunes their own Every tile clicks through to the screen that explains it
Not on the invoice, not in the portal, not in any client email.
Appears on the invoice and in the client portal.
Add a company without leaving the screen, or add all of them at once Services picked by name, no memorized codes One click prices a service for every company, each in its own state Two note boxes, so nothing internal reaches a client by accident
| Service group | At this level | This client | Agreed |
|---|
Who each document goes to, and how.
Two separate settings on every row. The contact can leave and be replaced without the method changing; the method decides which batch the annual run puts them in.
Every category stays open. Writing an SOP note and a collections note is two clicks, not two trips into the record. All of these appear on every company under this client.
Each one switches a process off for this client and nothing else.
Annual services bill on the renewal month above. Every add and remove is recorded against the person who did it.
Every email, invoice and notice kept in full, with delivery confirmed through your Microsoft 365 mailbox. A bounce raises itself the same morning rather than surfacing weeks later as an unpaid invoice. We report what the mailbox can prove — delivered, or bounced — and show a genuine open only when the client views it in Snapshot, which is your own system.
The two fields that control billing, said as one sentence Services by name; the code follows, it does not lead What a person wrote is never buried by what the system logged
Wires and direct deposits arrive before the remittance advice does. Ticking this is what separates money we can see from money we can allocate.
Two full rehearsals before anything is switched off You approve every cleansing rule before it runs Source, schema and data are yours at each milestone, not at the end
| Filing group | Client | Companies | Stage | Waiting on | First deadline | Days |
|---|
One intake form covers every company in an anchor group Reminders fire on the calendar, not when someone remembers Nothing sits in a stage without the clock being visible
| Exception | Count | What it is, and what it costs you | Action |
|---|
One run, not twelve buttons somebody has to remember Every exception says what breaks if it is ignored Runs itself weekly and shouts when it fails