Follow your month in "This month"
See at a glance what you collect, what you pay and what you earn this month, then deal with what is left to do, card by card, until the month is closed.
The video for this guide is coming soon.
"This month" is the home page of the Finance menu. It shows the month's figures, then what is left to do: one card per decision, the most urgent first. Open it every morning, or once a week: allow 2 minutes.
Read the month's three figures
| Figure | What it shows |
|---|---|
| Collect | This month's reports, incl. tax, credit notes deducted: collected, awaiting payment, to invoice, and overdue invoices |
| Pay | This month's costs, excl. tax: cleaner payroll (monthly salaries included), variable costs, deliveries, fixed costs |
| Result | This month's margin, last month's margin, the tax to pay and the properties at a loss |
These figures are those of the financial table and of the Reports and invoices screen: nothing is recalculated. The link under each figure opens the screen with the details.
Deal with what is left to do
Step by step
- 1
Choose the month with the ‹ and › arrows, top right.
- 2
Filter if needed: Approve, Collect, Pay or Result.
- 3
Read the top card, then click its button: it opens the screen where the decision is made.
| Card | Button | What it opens |
|---|---|---|
| Reports blocked: client details to complete | Complete | Reports and invoices |
| Cleaner invoices that do not match the jobs | Check | Cleaner payroll › Cleaner invoices |
| Overdue invoices | Send a reminder | Reports and invoices › Settings › Sending reports |
| Cleanings to approve | Approve | Cleaning to approve, on the days concerned |
| Reports to check | Check | Reports and invoices |
| Properties at a loss | See why | Financial table › Table |
| Fixed costs not entered yet | Enter | Costs › Fixed costs |
On the right, "Done automatically this week" lists what the software did without you: reports prepared, scheduled sends, payments received by direct debit, payments and credit notes read from the accounting software.
Close the month
At the end of the month (the last 3 days), then as long as the month is not closed, a "Close" card appears.
Step by step
- 1
First invoice all of the month's reports: while some remain, the card says so and the button waits.
- 2
Click Close, then confirm.
Frequently asked questions
Why is cleaner payroll in Finance?
It is money going out: it sits in Finance › Pay. Its rules (Hourly rate, Salaries, Delivery) open from the "Payroll rules" button, and Cleaner invoices from the "Before paying" banner.
Where did Pricing go?
To Finance › Rates and rules: same page, same tabs (Properties, Price list, Pricing rules), opening on Properties.