Salt-TS Console
Needs attention
Next 30 days
Invoicing — 12 months from
Invoiced (actual)
Forecast to invoice
Cash in — 12 months from
Collected (actual)
Forecast collection
Top exposure — outstanding by client
AR ageing
Fee, Invoiced, % and Balance are calculated. Planned invoice date is what drives both forecast tabs — it falls back to the submission date when blank.
Hours typed here are saved as individual timesheet entries. Empty cells are removed on save.
Hours by project —
Hours by person —
Hours and value are for the month chosen above. The name here has to match the Person on their timesheet entries, and the Full name on their sign-in account.
Won turns a bid into a project, carrying its name and client across. Lost closes it; it can be reopened.
Awards expected in
Pipeline by stage
12-month pipeline from
Weighted
Full value
Bucketed by expected award date. Won and lost opportunities are left out — won work belongs to Projects.
Open invoices (unpaid balance)
Forecast to invoice in
Already invoiced in
12-month invoice spread from
Row = project. A month cell is the forecast balance whose planned invoice date falls in that month. Anything past its date shows in the first column when “pull in slipped” is on.
Expected collections in — from issued invoices
Expected collections in — from forecast invoices
Planned invoice date + credit days. Credit days come from the project, falling back to the console default.
12-month cash-in spread from
AR ageing at
Import
Bring in projects, stages, invoices, receipts, timesheets, employees or opportunities — from an Excel file, a CSV, or pasted straight out of a sheet. The same button sits on each of those pages.
Export
Every field of a table, whether the screen shows it or not. For the list as you have it on screen — same columns, same filters — use the Download button on that page.
CSV opens straight in Excel. The backup is the whole console in one file.
Housekeeping
Everything lives in this browser on this PC (local storage). Nothing is uploaded anywhere. Take a backup before clearing, and keep one off the machine.
Column names the importer understands
What each role can do
These limits are enforced by the server, not just hidden in the page — a restricted account is never sent the figures it may not see.