Summary:
Here are the steps to obtain revenue reports in ZenMaid.
Part 1 - Accessing Revenue and Expenses Report
From your ZenMaid dashboard, click on Reports, then All Reports.
On the next page, under the Management section, find the Revenue and Expenses and click on it to run the report.
You may toggle with the From and To fields to change your report's start and end date. This is useful if you want to see daily, weekly, monthly reports, and so on.
Afterward, click "Run Report".
Part 2: Revenue and Expense Report Overview
The report has the following details:
It shows the revenue for the date range you entered and the net amount after payroll deductions.
It has the number of paid/unpaid appointments and approved payroll.
The report also contains a graphic representation of the income for that specific period
Part 3: What Is Included In The Revenue and Expense Report
When you run a revenue report, appointment prices (including any discounts) and overcharges are included in the Revenue section, as they contribute positively to the business.
Tips and tax are included in the grey box, not in the Revenue section, as tips and tax do not count as business revenue.
Additional Informaiton
Please note:
1. Reports are generated instantly; however, the dashboard only refreshes every 24 hours.
2. The revenue section is based on the scheduled appointment price (both paid and unpaid), including forecasted revenue, rather than the amount charged to a card.
3. If appointment data doesn’t appear in the revenue reports, verify that the "Include in reports" box is checked in the Appointment Status page and the specific status setting.
4. An appointment’s payment status doesn’t automatically place it in a revenue report. The report reflects the appointment based on when the service occurred.
5. Appointment statuses excluded from revenue will still appear in the List View.
6. Bookmarking the Revenue and Expense report page will only save the URL, not the specific data pulled. The URL reuses the report page, so different months’ data (e.g., April vs. March) cannot be bookmarked.
7. To compare two date ranges, open two Chrome tabs with ZenMaid, run different months in each, and consider taking screenshots for easy comparison.
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Updated by Ivan on 10/02/2024.