Money and reports

6 guides

• Record day-to-day expensesWrite down fuel, tea, loading and other small costs, with a category for each. Add your own categories. Works on web and phone, also with no signal.
• Reports and how to download themNineteen reports on sales, profit, cash, customers, stock and tax. How to choose a period and how to save or print any report as PDF, Excel or CSV.
• Commission earned by agentsSee how much commission each salesperson or agent has earned in a period, after returns and voided sales are taken off. Open one agent's sales line by line.
• Pay an agent and see what you oweSee what you still owe each commission agent, record a payment to them, and get a voucher. Paying more than owed is allowed after a warning.
• See every payment made to agentsA list of all commission payments, with vouchers. Filter by agent, method or status. Open a voucher to print it, or void a payment that was a mistake.
• Print an agent's account statementOne agent's commission earned, returns and payments in order, with a running balance. Save it as a file or print it to give to the agent.