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June 2026 · Safety & PPE · Owners and dates

Every problem leaves the meeting with an owner, an amount and a date.

The figures pick out what is over a limit. Your managers decide what to commit to. Next month's ledger shows whether the money moved, so nothing is marked fixed on someone's word.

Sample company, made-up figures. Limits shown are examples; yours would replace them. Nothing you enter here is saved.

  1. 1Spot itOver a limit you set
  2. 2Check itOpen the invoices behind it
  3. 3Own itAn owner, an amount, a date
  4. 4Confirm itNext month's ledger shows it moved

Problems worth acting on, June 2026

Safety & PPE

Nothing on this line is over a limit.

Nothing to act on.

Check again when next month's figures arrive.

How the figures tie

  • Each kind of balance adds up to what you are owed, to the cent checked
  • The stock age buckets add up to stock held, to the cent checked

Checked across 144 ledger rows, as of June 30, 2026.

Sales need no rule: each invoice line carries a product, and its product group belongs to one line. What is owed is held per invoice, so each dollar owed was placed like this:

  • Follows the invoice 94.1%
  • Follows the sales order 0.1%
  • Supplier's rebate program 5.7%
  • Customer's buying mix 0.2%

Your month, built like this

Send me last month's pack. Get it back automated.

Send the exports your system already produces and the pack your team built from them. You get an automated version with the same numbers, tying to the cent, and you check it against your own before you commit to anything.

Start with last month's pack Next: your data