Everything waiting on you for this period and type — items with something actually flagged come first. Click a company on the board below to filter this list to just them.

Sales Ingest

Ingest pulls new sales files from the Sales Inbox into the system. Run it after dropping vendor files in the inbox.

Run a company statement

Pick a company, a year + period, and the statement type. Quarters (1Q–4Q) for mechanical/publishing; half-years (1H = Q1+Q2, 2H = Q3+Q4) combine two quarters for Artist statements. The run executes on the Mac within a minute; re-runs supersede, never overwrite.

Sales-lines archive

Sales reports older than the newest few quarters live as verified backup files on the Mac, not cloud rows (keeps the DB under its free-plan limit). Preview writes backups only. Run deletes the aged rows after a verified backup — type ARCHIVE to confirm.

Build catalog

Rebuilds an artist or publishing catalog file from the verified FMP CSV exports on the Mac. Read-only against the database — writes a catalog JSON only.

Missing Songs

Sales lines that didn't match a song in the catalog. Approve a suggested match to remember it forever, mark items you don't pay or don't own, or export a split template for new releases.

Blue-line sweep

Parks unmatched sales (or publishing) money for a period as a reserve, and releases prior reserves once items are resolved. Preview is a dry run that writes nothing. Execute posts real reserve/release entries — you'll be asked to type the company namespace to confirm.

Reports

Missing Songs — Publishing

WHI-748 follow-up: publishing sales revenue whose song ID doesn't match anything in that company's publishing catalog. This money is never lost — it's held in that company's "Publishing Residual" line on the statement — but nobody sees it needs a catalog fix until now. Add the missing catalog entry, then the next real run for that company/period clears the row automatically.

Split Templates

New releases need writer splits before they can pay. Export a template, fill it in, then upload it below.

Import completed template

Ledger

The append-only money record per company: what each recipient is owed, what's been paid, and every entry that got them there. Corrections are new entries — nothing is ever edited or deleted.

Unit Reserves

Physical-sales protection: hold back units on a product this quarter, release them in a later quarter. Holds are per product — every split partner on it is withheld until you release.

Rates

The global rate schedule that feeds statement math (statutory mechanical rate, pay threshold). Append-only: adding a rate inserts a new effective-dated row — nothing is ever edited or deleted. Only Terris's login can add a rate.

Rules

Every business rule the engine applies, straight from the code — read-only. Rules backed by a rate show the live current value; everything else tells you where it's set.

Balance dashboard

Latest run per company + period + royalty type, with its auto-checks at a glance. Green = every check passed; amber = nothing failed but some checks were skipped (skipped is never counted as passing); red = at least one check failed; grey = this run predates auto-checks and has none recorded. Click a cell for the check-by-check detail.

Trace a statement

Pick a company, period, and run to see exactly what the cloud knows about it — run metadata, every recipient's numbers, and its check results. Line-level sales detail lives on the Mac, not here.

Compare runs

Side-by-side of an old run vs its replacement (or any two runs of the same company + period + type) — what changed per recipient, and what changed in the config that fed the math.

Vendors — Payable & Not Payable

Per-vendor payability for a company. Toggle a vendor to Pay or Do Not Pay (overrides the automatic threshold/missing-info rules for that vendor), set a custom pay threshold, or choose which contact fields (Address / Email / Tax ID) must be present before they're paid. Changes are queued and applied on the Mac; they affect how future statements show Pay vs Hold — they never change the dollar amount owed.

Vendor Totals — period over period

Total Vendor Total summed per company & period (payable + not-payable) — what was earned/paid from the sales reports in each period, excluding adjustments and carried-forward balances. Pick a company (or all combined) and a royalty type to compare periods. Figures are verbatim from FMP.

2025 onward is the recent roster window (as reported). Periods before 2025 are FMP’s own archived figures, shown per quarter straight from FMP’s line-level history. Quarterly bars (pre-2025) and half-year bars (some 2025 periods) cover different spans, so compare heights within a company’s own cadence; every bar still rolls up additively.

Balance Archive

When a period's statements are final, its unpaid balances roll forward into the next period automatically, one month after the run froze. This page shows what is scheduled, what is held, and what already settled. Hold stops a period from archiving until you release it; nothing here changes any dollar amount. Held historical periods never archive on their own.

Royalty Emails — Preview & Approve

Preview the exact royalty-figures email drafts (company + per-recipient) for a finished run — subject, body, and every attachment with a presence/size check. Approving marks a company's drafts ready; nothing here ever sends an email — sending is a separate, not-yet-built step that will require its own explicit go-ahead.

Sales Report Tracker

Per quarter, which royalty reports are expected vs downloaded vs imported — so you can confirm every expected file is present before importing and running statements. Fed from the downloader's tracker; you can also edit expected files / months / notes here.

Processing Schedules

Each company's royalty processing cadence and due dates, from the client due-dates sheet. Mechanical and artist royalties come from the same sales reports (downloaded on the mechanical schedule); auto-archive runs one month after each due date. Read-only here.

Cross-company tools

Runs missing-titles detection for every company that has sales data, one after another, so you don't have to kick each one off by hand. Takes a few minutes — feel free to leave this tab and check back on progress.

Client Requests

Quarterly sales-report / deposit-journal request emails to clients — draft, follow up, and send from here. Drafts are created on the Mac (Graph/Exchange); sending always needs a click here first.

Outstanding = quarters we've requested but not yet received (auto-detected from the inbox; click ✓ to correct).

Processing Checklist

The recurring quarterly/annual processing task list — what needs doing, who owns it, and when it's due this cycle. Status updates and notes save automatically; use the Links column to jump straight to the related tab.