For owners

The business side

For owners: read the reports, keep the books, work out pay, set targets and bring customers back.

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Step 1 of 12The dashboards, day to daySix dashboards in their own Dashboards folder answer the running questions: how am I doing, how is the company doing, which shop, which product, which seller.
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Step 2 of 12What each report answersThe Reports hub gathers every data report in one grid, grouped into Money, Stock and People. Here is the question each one answers and what to read first.
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Step 3 of 12Read the Insights reportInsights answers what the other reports don't: who comes back, what money leaves with strangers, when the week happens, and who and what carries the shop.
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Step 4 of 12OptionalSave a view and share a linkName a set of filters on Invoices or a report and open it again with one tap, or copy the page's link to send a colleague the same view.
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Step 5 of 12Read the Accounting overviewThe Accounting overview reads as a profit and loss: what came in, what it cost, what is left. Stock purchases, salaries, bonuses and deductions sit apart because they don't change profit.
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Step 6 of 12Record an expense (including wages you paid)Log what the business spends, from rent to the wages you paid. Expenses reduce net profit, and a recurring one records itself on schedule.
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Step 7 of 12OptionalCash and bank accounts (Expert)Keep one account for each till, bank and card, with a live balance, and move money between them. Available in Expert accounting.
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Step 8 of 12Set someone's pay: hourly rate and commissionGive each person an hourly rate and, if they earn commission, daily tiers. Each month they get the higher of the two; the app works it out but never pays anyone.
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Step 9 of 12Team salary and payroll runsSee the team's pay side by side, then save the month as a payroll run for your accountant. A run only records the figures; you log what you paid as an expense.
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Step 10 of 12Set monthly targetsGive each seller and manager a sales target for the month, with an optional stretch target. They follow their progress on My results; a target pays nothing by itself.
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Step 11 of 12Worth a call: who to phone this weekThree lists of customers worth phoning, built from your own sales: layaways with money owing, regulars who stopped coming, and big spenders you haven't seen.
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Step 12 of 12Send an offer to your customersPick a template, choose who gets it, send yourself a test, then send. Once it starts it can't be recalled, and the campaign page shows who got it.

The business side

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