Overview
The Finance Costs tab allows you to manage your operational expenses. Filter cost transactions, examine cost details, and download invoices or CSV files for specific entries to maintain accurate financial records.
Cost Tracking
Access Finance Costs Tab
Navigate to the "Finance" tab and select the "Costs" sub-tab to view and manage all operational costs. This action displays a table of all recorded operational expenses, including columns for date, listing, type (e.g., Task, Manual Cost, Cleaning Cost), amount, duration, staff, invoice, and sync status.
Filter Cost Transactions
Use the filters at the top of the cost table to quickly find specific cost entries or analyze costs by category, staff, or time period. Filter by listing type, integration, staff member, or a specific date range to refine your view of operational costs.
Examine Cost Details
Scan the main window to see details for individual cost entries, such as the date, associated listing, cost type, amount, duration, and the staff member involved. To download invoices or export selected cost data, check the box next to one or more rows, then select the appropriate action.
View Specific Cost Entry
Click the three-dots menu next to a specific cost entry and select "View Details" to access in-depth information about a particular cost transaction. This action opens a detailed panel displaying comprehensive information such as the cost label, accounting amount, category, and any relevant notes, including its sync status.
Check Sync Status
When viewing cost details, look for the 'not yet sync' status. Unsynced entries might not be fully processed and require attention.