# PlusROI parallel-run playbook

**For:** Rian, Rob, Danielle. **What this is:** `with` (with.bowden.works →
PlusROI) now does everything the bookkeeping sheet does. For one month we run
BOTH — you keep the sheet as the record of truth, and re-enter each week's
changes into the app so we can feel the workflow before cutover. **Cutover
changes nothing in the app** — it just means we stop the double-entry.

## Getting in
Go to **with.bowden.works**, sign in (`rob` / `danielle` / `rian`). You land in
the **PlusROI** books (orange + navy). Rob & Danielle see only PlusROI — never
Bowden Works.

## Danielle — the billing runs
- **Month-end / mid-month invoices:** **Projects** → the **Generate recurring
  invoices…** button (pick the month + timing) creates a Pending-Approval
  invoice for every recurring project on that cycle — or generate one at a time
  from a project. (Same twice-monthly run as the sheet.)
- **Send them:** once Rian/Rob move invoices to **Ready to invoice**, create each
  in QuickBooks, then on the invoice set status **Invoiced** and paste the
  QuickBooks number (it asks for it).
- **A payment lands:** open the invoice → **Paid**. For a USD invoice it asks for
  the **CAD amount actually collected** — that becomes the booked value.
- **Freelancer costs (e.g. Yulia, split by project):** **Expenses → New
  expense**; use the multi-line mode to enter one vendor split across several
  projects in one go.

## Rob — clients, projects, your card
- **New client:** **Clients → New client** — short + official name, address,
  phone, currency, terms, commission owner/%, credit limit, and **add the
  contacts to CC** (name + email) right in the form.
- **New project:** **Projects → New project** — pick the client (it inherits
  currency/terms/commission), then either **recurring** (cycle + month-end/mid-
  month + amount) or a **milestone schedule** (deposit / milestone / final).
  Generate the first invoice and adjust its amount if the first month differs —
  the project keeps its default for next time.
- **Your credit-card expenses:** **CC expenses** — paste your TD statement,
  filter to the PlusROI charges, categorize, then **port them into the shared
  expenses**. You see only *your* batches, never anyone else's.

## Rian — projects, settlement, the Wave invoice
- **Milestone project:** as above — non-recurring with a deposit/milestone/final
  schedule; generate all the invoices at once, set the deposit to Ready.
- **Month-end settlement:** port your card + the Bowden Works Team costs into
  Expenses, then **Settlement → Apply to month** to tag that month's **paid**
  invoices + expenses. The **Monthly split** page then shows the split and
  **This month's Bowden Works invoice** — copy those lines straight into Wave.

## Ground rules
- **The sheet is still the record of truth this month.** If the app and the sheet
  ever disagree, the sheet wins — tell Rian.
- Enter each week's changes once a week.
- Editing is unlocked because these books are **app-owned** now; your entries are
  safe (the nightly no longer overwrites PlusROI).

## Known small item
Generating milestone invoices currently asks you to pick a month (pick the
current one) — a small polish fix is queued; it doesn't affect the amounts.