All updates
Improvement
Finance: choose the cleanings counted
At the top of the financial dashboard, “Cleanings counted” replaces “Revenue basis”: the company setting, all cleanings created in the period, or actual invoiced.
- “Company setting” counts cleanings like payroll and invoices do. The setting in force is written under the buttons, with a link to change it.
- “Cleanings created” counts all cleanings of the period that are not cancelled, approved or not, upcoming ones included: a forecast of the whole month.
- “Actual invoiced” starts from the invoiced reports of the period, as before.
- When cleanings are waiting for approval, the “Revenue excl. tax” card leads to “Cleaning to approve”, for the same period.
Rule change: with the “On the planned date + manager approval” setting, the cleaner's clock-in is no longer enough. A cleaning counts once its date has passed and a manager has approved it, in Finance, payroll and invoices.