Administration

Keep on top of sales tax, income, expenses, and profit. Analyze your business through Booking Trends.

27 articles in this collection
Written by Nicole and Dave

Using Notes on a Lead or Job

Looking to add a note to a lead or a job?

Written by Dave
Updated over a week ago

Importing Sales Orders From Fundy

Import your orders from Fundy Designer to track all your income in one place

Written by Dave
Updated over a week ago

Automatically Keeping Track of Expenses in Táve

Looking to automatically log, keep track of, or enter your expenses?

Written by Dave
Updated over a week ago

Client Safe Mode

Client Safe Mode will hide certain financial data in your account, ideal for when your client is sitting beside you at your computer

Written by Nicole
Updated over a week ago

Payment Gateways for Online Payments

Available payment gateways compatible with Táve invoices for collecting online credit card payments

Written by Nicole
Updated over a week ago

Admin vs. Non-Admin User Permissions

The difference between an admin user and a non-admin user in Táve

Written by Nicole
Updated this week

Packages

Combining your products into set packages that you offer to your clients.

Written by Nicole
Updated over a week ago

Dashboard

Profit Center Widget

Written by Nicole
Updated over a week ago

Accounts Payable Widget

Written by Nicole
Updated over a week ago

Accounts Receivable Widget

Written by Nicole
Updated over a week ago

Revenue Progress

Written by Nicole
Updated over a week ago

Monthly Revenue, Year Over Year

Written by Nicole
Updated over a week ago

Financial Reports

Profit Centers

Written by Nicole
Updated over a week ago

Financial Outlook

Written by Nicole
Updated over a week ago

Accounts Payable and Aging

Written by Nicole
Updated over a week ago

Accounts Receivable and Aging

Written by Nicole
Updated over a week ago

General Ledger

Written by Nicole
Updated over a week ago

Profit & Loss Report

Written by Nicole
Updated over a week ago

Expense Report

Written by Nicole
Updated over a week ago

Income Report

Written by Nicole
Updated over a week ago

Sales Tax Liability

Setting Up Tax Rates and Tax Groups

Written by Nicole
Updated over a week ago

Sales Tax Reports

Written by Nicole
Updated over a week ago

Booking Trends

Booking Trends by Job Type

Written by Nicole
Updated over a week ago

Booking Trends by Lead Source

Written by Nicole
Updated over a week ago

Booking Trends by Payment Type

Written by Nicole
Updated over a week ago

Booking Trends by Product

Written by Nicole
Updated over a week ago

Closed Reasons Report

Written by Nicole
Updated over a week ago