The Financial Dashboard section lives in the lower left of the side navigation.
Financial Dashboard
An overview of your balances, transactions needing action, variance to the budget (if budget is set) and more. From the dashboard you can quickly navigate to all other financial related areas.
👀 A quick Video Overview
Transactions
A list of recent transactions synced from your connected bank accounts. Review, categorize, or sync more here.
Financial Reports
Generate reports for your budget, Income statement, Balance Sheet or Cash Flow for specific time periods here.
Billing & Collections
Everything related to billing your members is here. You can see the status of existing invoices or create new ones. Run reports on collections, or change your settings like invoice format and items you bill for.
Financial Setup Basics
To setup the community from a financials perspective:
Banking: Connect banks - or your initial bank if just getting setup.
Chart of Accounts: Review, edit or add to your Chart of accounts.
Budgets: Create or edit budgets, add line items or create new ones
Vendors: Review or edit your vendors. Add contracts or key info.
Import Tools: A set of intelligent & AI backed tools for bringing in data from other sources. Build a full set of historicals easily.
Billing Settings: Add the items you charge for and the amounts for each. Setup your invoice view
Read in more detail about financial features in this article.
Something missing?