5 articles · ~16 min

Finances

Simple and professional modes, the operations log, reports and exports, payroll and currency.

Articles in this section

3 min read

Simple and Professional finance modes

The Simple mode shows in brief what came in and what went out. The Professional mode adds an operations journal, reports, exports to Excel, CSV and PDF, and a change log; it is available on the Pro and Team plans.

Operations and journal: income, expenses, voiding

Booking payments appear in Operations on their own; other income, expenses and deposits are added with “Add operation”. Operations are not deleted but voided: a voided one leaves the lists and totals but is not erased.

4 min read

Reports and exports: Excel, CSV and PDF

In the Simple mode, analytics is downloaded with “Download CSV”. In the Professional mode, the Export menu gives Excel, CSV and PDF with the same filters; Excel and CSV hold up to 50,000 rows, a PDF up to 500.

3 min read

Staff pay and rates (Team)

On the Team plan, Finance → Staff counts pay by itself from paid bookings using each master’s pay terms: a percent of the service, a fixed amount per booking or a monthly salary. Adjustments and payouts are recorded there too.

4 min read

Changing currency: amounts are not converted

The salon’s currency is changed in the CRM: Workspace → General → Currency. Amounts are not converted: every price and booking will show in the new currency with the same numbers.

2 min read

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