How to reconcile variations with invoices

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Ashwell Mercer Interiors · How to reconcile variations with invoices

Sunil Kapoor asked how to query the brain to identify variations without matching invoices and set up a repeatable monthly process. Olivia Grant confirmed the brain indexed both variation and invoice records and could be queried by project code.

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As at Fri 9 Oct 2026

Sunil Kapoor asked how to query the brain to identify variations without matching invoices and set up a repeatable monthly process. Olivia Grant confirmed the brain indexed both variation and invoice records and could be queried by project code.

Problem: Sunil needed a repeatable monthly process to reconcile variations against invoices by project code.

Handling: Olivia Grant confirmed the brain had both records indexed and could query for variations with matching project codes but no invoice recorded. She also noted the dashboards builder could automate this.

Watch: Customer can now manage reconciliation directly. Reflects adoption of advanced query and dashboard capabilities.

AI · claude-haiku-4-5-20251001 · as at Fri 9 Oct 2026

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Updated 9 Oct 26

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created · Sunil Kapoor 19 Nov 2025 13:54
Hi, I need to reconcile our recorded variations against invoiced amounts, and I'm trying to set up a process we can repeat each month. Can I query the brain to show variations that don't have a matching invoice yet? We track everything by project code. Cheers, Sunil
Public reply · Olivia Grant 19 Nov 2025 15:28
Hi Sunil, I've picked this up. The brain has your full variation and invoice records indexed, so you can query it directly for variations where the project code is matched but there's no invoice recorded. That will show you exactly what's pending reconciliation. You can also build a dashboard in the dashboards builder if you want to track this every month. Let me know if you run into any trouble. Thanks, Olivia
Status change · Olivia Grant 28 Nov 2025 15:23
Status change · 2 Dec 2025 23:59

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BG-Demo is a fictional company; every organisation and person here is invented. B-Glass is the tool. Data as of Fri 9 Oct 2026. Help & Support

Help & Support

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Help & Support

B-Glass is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the site is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

How to ask

Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

Ask B sends your question to Claude through the B-Glass connector. Claude answers from the same records as these pages, read-only, and links each claim to its source page.
Find (the box in the header) finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
The same connector works in Claude Desktop or the B-Glass Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	225
People at customers	862
BG-Demo staff records (in post and leavers)	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Glass is the tool that reads its data.

Who to contact

Email info@b-glass.uk or talk to your B-Glass account team. Tell us the page address and what looked wrong; a screenshot helps.

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