Monthly Cycle
Open a period, clone last cycle's quantities, generate drafts
Current cycle
In ProgressPeriod
Jul 05 – Aug 01, 2026
Service Period
May 31 – Jul 04, 2026
Weeks
5 complete weeks
Issue Date
Jul 19, 2026
Due Date
Aug 03, 2026 (Net 15)
info
Quantities are cloned from the previous cycle (Jun) — edit hours/visits per client before generating.
check
Step 1
Open period
check
Step 2
Clone quantities
3
Step 3
Review & edit
4
Step 4
Generate drafts
Clients in this cycle
9 billing clients · drafts will get sequential PSS-1XXX on approval
| Client | Sites | Prior Qty | This Cycle Qty | Est. Amount | Status |
|---|---|---|---|---|---|
| Watches of Switzerland Group | 25 | 1,240 hrs | $83,315.74 | READY | |
| Victoria's Secret | 3 | 480 hrs | $11,040.00 | READY | |
| SKIMS Retail | 2 | 320 hrs | $7,080.00 | Qty Changed | |
| Palantir | 6 | — | $18,900.00 | Manual Build | |
| RX Sense | 3 | 210 hrs | $9,450.00 | Neg. Margin | |
| Marli New York | 2 | 96 hrs | $4,320.00 | READY | |
| Roberto Coin Miami | 1 | — | $1,980.00 | Confirm Charge | |
| Convene / IFM | 4 | 640 hrs | $19,200.00 | READY | |
| Etc.venues | 1 | 40 hrs | $2,400.00 | READY |
analytics Cycle summary
Estimated Total
$157,685.74
Ready
6 / 9
Attention
3
1 negative margin alert
1 manual build required
1 confirm charge needed
Pro Tip: You can batch-update quantities by selecting multiple client rows. Approved drafts are synced automatically with the general ledger.