Dashboard
No business access assigned
An Owner can grant access from Business Permissions.
Upload & Process is available for businesses. Use the financial planning pages for personal finance workflows.
Upload receipts, invoices, statements, and supporting documents. Review classification results before creating records.
Documents waiting0
Ready for review0
Needs attention0
Expense records created0
Add documents
Receipts, invoices, statements, PDFs, images, and supporting files.
Documents
Track uploaded documents through upload, processing, review, and record creation.
No files selected.
Document Review
Preview results from the existing workflow, translated into category, item, entity, and deduction review language.
Process uploaded files to review category mappings.
Review or Adjust Classification
Choose one file from the queue, confirm the business classification, and let the script extract date and amount when it can.
Choose a document from the queue.
No suggestion yet.
Record Creation
Records are created in a later review and approval step. Ordova will show linked records here when available.
Expense record creation is not connected yet for this document.
An audit-ready log of participation work for this business.
Record each activity with specific dates, times, and details to support accurate tax documentation and historical review.
No goal configured
0% of goal
No material participation entries yet.
Home Office Summary
Configuration
Please provide your business information
This creates your business and saves its profile.
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Property Detail
Select a property.
Business calendar
Calendar
A cross-cutting operating time view for reimbursements, deadlines, compliance reminders, and future planning items.
Filters
Calendar v1 uses existing operating records where available.
Calendar is loading.
Upcoming
No calendar items loaded.
Calendar Detail
Select an item to see linked context and actions.
No calendar item selected.
Planned Reminder Sources
These areas are shown as planned sources until dedicated backend records exist.
Operating records are sourced from Ordova's existing internal APIs.
Filters
Select a records screen.
No records loaded.
Record Detail
Select a record to review details and supported edit fields.
No record selected.
Business financials
Financials
Financials summarize operating records and report-source rollups for this business.
Filters
Date, entity, property, and status filters apply where the current data source supports them.
Financials are loading.
Financials
This financial view is a shell for a future reporting pass. Records remain available under Expenses, Income, and Reimbursements.
Tools
Operational tools and one-off workflow helpers will live here without changing the existing processing engine.
App / Brand
Ordova config
Ordova
Organize. Operate. Grow.
Billing
Ordova profileBilling settings are a placeholder for the app shell. Expense and reimbursement records are stored in PostgreSQL.
Business Members
Manage who can access this business.
Members
Open Members to load business access.
| Name | Role | Status | Joined | Actions |
|---|
Access
Choose what each member can see and do.
Workflow Settings
rules.json / scriptsConfiguration Model
Categories & Items
Manage expense categories, items, tax deduction percentages, and related vendor usage.
Categories & Items is the source table for expense item names and tax deduction percentages. Vendor Mapping is read-only context for vendor-based matching.
Rule Test Panel
Ordova preview onlyTest how a vendor name would match existing vendor mappings and category/item defaults.
No test run yet.
Entities
Property Configuration
Categories
Payment Sources
Manage the accounts and cards used for business payments.