Anna Lewis
Mon
1
Advanced analytics
When simple numbers aren’t enough, see every hryvnia
Switch “Finance” from “Simple” to “Professional”, and you see the same data in an operations journal with daily totals and in a “Profit and loss” report by month, quarter or year. No more copying amounts into a spreadsheet in the evening, and whoever you pass the numbers to gets an Excel, CSV or PDF file with the same filters as on screen.
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The whole year, month by month, line by line
On the “Profit and loss” tab of “Analytics”, money in, money out and the result stand in columns by month, quarter or year. Next to them is “Compare with”: “the previous period”, “the same period a year ago” or “no comparison”. So you can see what the season, a new rent or dearer supplies did to the numbers, with no table to build by hand.
Money in, money out, the result
Booking payments with their add-ons, prepayments, other income and refunds. Below them every expense category on its own line, and the result at the bottom.
A comparison on every line
Pick the previous period or the same period a year ago in “Compare with”, and every line gets its “Change”, in hryvnias and in percent.
The same totals as Simple mode
Each month’s figures match Simple mode: it’s the same data, only laid out line by line.
Two modes
The numbers are the same, and you choose the mode: “Simple” in brief, “Professional” in detail
Client debts
You know who hasn’t paid, and for how long
In Professional mode the “Overview” page of “Finance” shows the “Client debts by age” panel: visits completed but not paid, as of today, split into “0–30 days”, “31–60 days”, “61–90 days” and “Over 90 days”. Click a group, and “Operations” opens with exactly those visits and the clients’ names.
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Expected income entered by hand isn’t part of the debt
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The “Client debts” filter in “Operations” shows the same debts for the chosen period
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The debts export to Excel, CSV or PDF
Change history
See who changed an amount, and when
Every operation’s card has its “Change history”: who changed what and when, for example “Amount: ₴1,000 → ₴1,500”. In Professional mode the “Change log” gathers such lines from the whole “Finance” section for the period, with the “Action”, “Changed by” and “Staff member” filters. A mistaken operation isn’t deleted but voided (a booking’s payment is corrected in the booking itself), and that stays in the log too. So when an amount doesn’t add up, nobody has to remember how it was.
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“Change history” on the operation card, on every plan
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Every file exported leaves an “Exported” line
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The change log exports to a file too
What’s in the file
A file that needs no explaining
The file gets the same period, filters and sort as on screen, and every page of the list. So whoever you pass the numbers to sees the same as you, and doesn’t have to ask.
The file’s header
At the top of an Excel or PDF file: “Salon”, “Period”, “Filters”, “Currency”, “As of” and “Exported by”.
Totals and notes
In the reports and the operations journal, the totals row and the notes sit under the table. In “Profit and loss” one of them explains that a booking payment is dated by the day of the visit.
Excel, CSV or PDF
In Excel amounts are numbers and dates are dates, so you can calculate straight away. CSV is data only, for another program, and PDF is for short lists and printing.
An honest label
Every report and the operations journal, on screen and in an Excel or PDF file, carries the label “Management accounting by the date of each operation, not official reporting”.
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Frequently asked questions
Professional mode in “Finance”, in brief. If you didn’t find your answer, write to our team.
Contact usThe data is the same; only the detail differs. Simple mode shows in brief what you earned and spent. Professional adds an operations journal with daily totals, the “Profit and loss”, “Breakdown” and “Money in by payment method” reports, client debts by age, a change log and exports to Excel, CSV and PDF. You can switch back to Simple mode at any time with the same switch.
No. Professional mode is management accounting: your business’s money by the date of each operation, so that you can see what is going on. That’s why every report and the operations journal, on screen and in an Excel or PDF file, carries the label “Management accounting by the date of each operation, not official reporting”. Bookly doesn’t calculate taxes; “Taxes” is only an expense category you keep yourself, and in “Profit and loss” it has a line of its own. Only paid operations are counted, and a booking payment is dated by the day of the visit.
The “Export” menu has “Excel (.xlsx)”, “CSV” and “PDF”. The file gets the same period, filters and sort as on screen, and every page of the list, not just the one you see. Export long periods to Excel or CSV; PDF is for short lists and printing. If there are too many rows for a PDF, the CRM suggests narrowing the period or choosing Excel.
Export the report or journal you need to a file and send it however suits you. On the Pro plan only the owner signs in to the CRM, so you share the numbers as a file. On the Team plan a person with the “Full access” level can go into “Finance” themselves. But that is access to the whole CRM, not just to the finances, and such a person takes one of the staff seats. Everything they change in “Finance” shows in the “Change log”.
Debts are visits completed but not paid, as of today. The “Client debts by age” panel splits them by how many days have passed since the visit: “0–30 days”, “31–60 days”, “61–90 days” and “Over 90 days”. Amounts with a future date stand apart as “Not due yet”, and expected income entered by hand isn’t part of the debt. The “Client debts” filter in “Operations” shows the same debts for the chosen period.
Open the operation: its card has a “Change history” that shows who changed what and when. It’s there on every plan. In Professional mode, on Pro and Team, there is also the “Change log” of the whole “Finance” section for the period, with filters and an export to a file. A mistaken operation isn’t deleted but voided (a booking’s payment is corrected in the booking itself), and that shows in the log too. The history starts with the Finance update, so earlier changes aren’t in it.
Professional mode is on the Pro and Team plans; on Basic it is locked. The “Payroll: accrued and paid” report is on Team only, where the team’s pay is kept. Each person picks the mode for themselves, and the phone and the computer remember the choice. On a phone “Profit and loss” shows one period, and the table by month is in the full version. The journal, the debts, the change history and the exports work on the phone too.
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