Finance
Finance accounts, income and expense categories, and recording each payment in or out.
3 articles-
Create a finance account
Add your bank accounts in the Finance app, keep one per place your money sits, and see them become payment options at the POS.
Owner Dashboard and POS 5 min read
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Create a finance category
Set up income and expense categories so the money you log in the Finance app groups into meaningful totals.
Owner Dashboard 2 min read
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Record income and expenses
Log the money that never touches the till - the monthly rent going out, a supplier rebate coming in - so your books match your cash.
Owner Dashboard 4 min read