Defaults just pre-fill the referral fields on a new sale — you can still override the payout per deal.
Comma-separated. When an Excel's Company Name contains one of these, imports auto-tag to this company.
If this company is a referral company (e.g. Aurelian Connect), set the % of a sale it takes. Pre-fills when you pick it as a referral split on a sale — still editable per deal.
Links this company to its P&L sheet and projection entity, so its profile (via the scope switcher, top-left) shows the right budget & forecast.
Must match a user you created in Supabase → Authentication → Add user.
A transfer reduces what the company owes. An adjustment adds to it (use a negative amount for a credit).
A drawing reduces what's left undrawn. An adjustment increases the entitlement (negative to reduce).