The Financial Modal
The Financial Modal is where money gets recorded. It is the primary interface for cashiers, accountants, and workshop managers to collect payments, record expenses, and review the financial position of any entity or the business as a whole.
The modal has two contexts — the Vehicle Tab for entity-level operations and the Business Tab for account-level operations — each designed for a different workflow.
Vehicle Tab
The Vehicle Tab opens when the cashier taps an entity card in the Collection Queue or clicks a vehicle from the scheduler. It shows the complete financial picture of a single entity.
Layout
The Vehicle Tab uses a two-pane layout:
Left pane — Entity summary. Shows the vehicle details (plate, RO number, make/model, customer name) and aggregate financial figures: total inflow, total outflow, and net position. This pane stays fixed as the cashier works through the right pane.
Right pane — Financial card. This is where all the action happens. It contains three sub-tabs.
Collections sub-tab
The Collections sub-tab handles inflows — money coming in from the customer or insurer.
At the top sits the CollectedTotalsCard: a summary showing collected versus invoiced (or estimated) amounts. Invoice and estimate amounts are inline-editable with reference numbers. For insurance jobs, the card shows the insurance split — how much the customer owes versus how much the insurer owes.
A quick send link button generates a payment link with a QR code, ready to share with the customer on the spot.
Below the totals card, an EventTable displays every inflow event, grouped by the entity’s lifecycle stage. Each row represents a potential or actual payment.
Expenses sub-tab
The Expenses sub-tab handles outflows — money going to vendors for parts, sublets, or services related to this entity.
The ExpensesTotalsCard shows: AP pending (what you still owe), vendor count, total paid to vendors, and overdue count. Below it, an EventTable lists every outflow event. A VendorSummaryTable breaks down spending by vendor — useful when Sharma Motors in Mumbai needs to see at a glance how much of a collision repair went to the paint supplier versus the parts vendor.
Ledger sub-tab
The Ledger sub-tab provides a double-entry view of the entity’s complete financial history. It shows an opening balance, every inflow and outflow in chronological order, a running balance after each entry, and the net position at the bottom.
This is the auditor’s view. Every voided transaction appears (marked as void), creating a complete and immutable record. See The Vehicle Ledger for the full computation model.
Event rows and the A/B/C state machine
Every row in the EventTable follows a three-state model:
| State | Condition | What the cashier sees |
|---|---|---|
| A | No transactions recorded yet | A ”+ Record” button to create the first transaction |
| B | Fully settled — all expected money received or paid | A “Received” or “Paid” confirmation badge |
| C | Pending settlement — obligation exists but money has not moved | A “Mark as Received” or “Mark as Paid” action button |
State C is common for credit-term transactions and insurance claims. At Al Futtaim Auto in Dubai, an insurance event might sit in State C for 30 days before the insurer remits and the cashier marks it as received.
Method picker
When recording a transaction (State A) or settling a pending one (State C), a method picker appears with four options:
- Cash
- Card
- Bank Transfer
- Cheque
The picker is contextual — if the location has no payment processor configured, the card option indicates that setup is required. Each method captures its own reference data (card PSP reference, cheque number, bank transfer reference).
Contact management
Every transaction needs a counterparty. The Financial Modal provides inline contact search that queries existing contacts as the cashier types. If the contact does not exist, a quick-create flow allows adding a new customer or vendor without leaving the modal.
Contact search covers customers, insurers, and vendors across the organisation. At Santos Body Works in Sao Paulo, the front desk creates new walk-in customers directly from the Financial Modal without switching to a separate contacts screen.
Business Tab
The Business Tab shifts from entity-level to account-level. It shows the workshop’s overall financial activity — not tied to any single vehicle.
MTD summary tiles
Three tiles at the top show month-to-date figures:
| Tile | What it shows |
|---|---|
| Income | Total inflows for the current month |
| Expenses | Total outflows for the current month |
| Net | Income minus Expenses |
Direction tabs
Below the summary, two direction tabs separate the view:
- Sale — all income transactions (collections from customers, insurance receipts, miscellaneous income)
- Expense — all outflow transactions (vendor payments, operating costs, recurring expenses)
Recurring section
The Business Tab surfaces a Recurring section that highlights recurring obligations due within the next 7 days. Overdue recurring items are highlighted with visual emphasis. This is where rent, insurance premiums, utility bills, and subscription payments surface automatically.
Category-grouped event tables
Transactions in the Business Tab are grouped by category (parts, labour, insurance, operating costs, etc.) rather than by entity lifecycle. This gives the accountant a spending breakdown without needing to drill into individual vehicles.
The Business Tab is available to Cashiers, Service Advisors, and Finance Managers. Team members without this access level will not see the tab.
Entity navigation
The Financial Modal supports keyboard navigation between entities. Use arrow keys or bracket keys ([ and ]) to move to the previous or next entity in the Collection Queue without closing the modal.
This is a workflow accelerator. At Muller Werkstatt in Berlin, the cashier processes end-of-day collections by opening the first Due Today entity and arrowing through the rest, recording payments without returning to the queue between each one.