Owner workspace

The Owner workspace answers two questions every morning: what needs my attention, and what happens if I ignore it? It gathers overdue money, waiting customers, late work, expiring papers, approvals and failing connections from your apps into one list, and every number opens the records behind it and says how it was calculated.

The owner and managers see the whole organisation; everyone else sees the items given to them or to their role. The workspace also holds the key figures, the daily brief, the owner alerts and Ask. It comes with every Kluvan plan and reads the apps you use, such as Books, Collections, the Inbox, Desk, Projects, Contracts, Documents and HR.

• See what needs your attentionOpen the Owner workspace to see overdue money, waiting customers, late work and expiring papers from every app, grouped, with what happens if ignored.
• Assign, snooze or dismiss an attention itemOpen an item to read what happens if it is ignored and how it is calculated, then approve, give it to someone, snooze it, dismiss it or mark it done.
• Read the key figures and how they are calculatedSee the key figures for your profile - cash, overdue, collected, DSO, quotes, payables, jobs - and open any figure to see its formula and records.
• Set up your daily briefGet the top items of your attention list and what changed since yesterday once a day, at your time, in Kluvan, by e-mail or by Telegram.
• Ask questions about your attention listType a short question such as "what's overdue more than 60 days?" in the Owner workspace and get the matching items of your own list, worked out by fixed rules.
• Who sees which items and amountsThe owner and managers see the whole organisation, everyone else their own and their role's items; amounts show only to people with a money right.