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Stay on top of your finances and analyze your business through our Booking Trends reports.
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By Nicole and 1 other2 authors25 articles
Using Notes on a Lead or Job
Automatically Keeping Track of Expenses in Táve
Client Safe Mode
Admin vs. Non-Admin 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
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