Desk
Finance
Cash and bank, receivables, margin by deals and managers, accountant export, manager bonuses.
Available Route in Desk: /finance
Purpose
The money of all deals in one place: what came in, what clients owe, how much you earned.
How it should work
- Cash and bank. Manual entries and automatic receipts from payment provider webhooks (LiqPay, WayForPay, monobank, Stripe). A mock provider exists for the demo: in demo mode there are no real charges.
- Receivables by client: who owes how much on each deal.
- Margin by deals, months and managers. FX differences are accounted for separately.
- Export for the accountant to Excel.
- Manager bonuses as a percentage of margin.
An invoice is issued from a deal with the "issue invoice" button (amount, IBAN, an NBU or checkout payment QR). A deal cannot be closed while the client has a debt above the FX rounding tolerance.
Payment providers and the variables to connect them: Integrations.