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Administration
Administration
Stay on top of your finances and analyze your business through our Booking Trends reports.
By Team and 1 other
2 authors
25 articles
Using Notes on a Lead or Job
Automatically Keeping Track of Expenses in Táve
Client Safe Mode
Admin vs. Standard User Permissions
Payments & Expenses
Dashboard
Profit Center Widget
Accounts Payable Widget
Accounts Receivable Widget
Revenue Progress
Monthly Revenue, Year Over Year
Financial Reports
Profit Centers
Financial Outlook
Accounts Payable and Aging
Accounts Receivable and Aging
General Ledger
Profit & Loss Report
Expense Report
Income Report
Sales Tax Liability
Setting Up Tax Rates and Tax Groups
Sales Tax Reports
Booking Trends
Booking Trends by Job Type
Booking Trends by Lead Source
Booking Trends by Payment Type
Booking Trends by Product
Closed Reasons Report
