Financial table: filters everywhere and a table with your columns

In Finance › Analysis, two screens replace the former “By client”, “By apartment”, “Per cleaning” and “Quantities” tabs. Nothing is lost: everything can be found in the Table.

Filters for the whole screen

• Under the period, a filter bar: Client, Building, Apartment, Tag, Sector, Cleaner and Job type, with several choices and a search.
• The filters apply everywhere: key figures, weekly chart, cost breakdown, alerts and table.
• When a filter is active, fixed costs are counted pro rata to the selected revenue.
• The filters stay in the page address: copy the link to share exactly the same view.

A table to order

• “Group by”: client, building, apartment, tag, sector, cleaner, or one row per cleaning.
• “Amounts” or “Quantities”: the same table in euros or in quantities (linen, consumables, hours, visits).
• “Options”: choose your columns (references, activity, items, money), for example hours, cleaner pay, cleanings to redo, invoiced supplements or average revenue per cleaning.
• “Export”: the displayed table is exported as a CSV file, ready for your spreadsheet.
• Your column and grouping choices are kept for your next visit.

The “Taxes and payments” group becomes “Taxes” and keeps only VAT. SEPA Direct Debit has its own page, in Finance › SEPA Direct Debit.