Finance Dashboard

When you first go to Finance you will be given a list view and three different options - Invoices, Payments and Expenditure. If we select Invoices this will bring up a list of all your invoices that you have created within TM3

The image below shows us the Finance Dashboard

As you can see there are three different sections to invoices -  Charges, Invoice Wizard and Invoices. We will look at the Invoice section first.

Invoices

If you want to search for a invoice you can do so by clicking on the text field above the blue bar that says Search Invoices.

You can also do an advanced search that will let you search by a specific contact field (highlighted in the above image): 

Once you have entered your search details you can click on Search to search for the record or Clear to clear all details or Cancel to close out of advanced search.

You are able to order by different columns by clicking on the column name and you can order in ascending and descending order.

There are 10 different columns in Invoices:

  • Status
  • reference
  • Date
  • Addressed To
  • Grand Total
  • Due Date
  • Fully Paid Date
  • Customer Name
  • Address
  • Location

Once you select the View button this will bring you to the Invoice. 


Charges

On TM2 a charge is also known as a billing item. Below is an image of charges

Similar to Invoices above you can search for a charge and do an advanced search.

There are 8 different columns in charges:

  • Status
  • Date
  • Reference
  • Name
  • Client
  • Description
  • Paid Date
  • Total

You can sort by each of these columns. You can also edit the charge by selecting Edit which is highlighted in the image above. This will bring up the pop up in the below image and will allow you to edit the details of the charge


Invoice Wizard

The Invoice Wizard allows you to raise invoices for uninvoiced charges.  The below image shows the dashboard:

You have the option to filter down what is shown in the Billed To and Invoice Period fields.

Within the Billed To field you have the option to select AllPrivate ClientsAll Businesses and Selected Businesses with the later showing another field allowing you to choose which businesses you want to include. 

Within the Invoice Period field you have the option to select AllMonthlyAfter Each AppointmentAdHoc and Manual.

To generate the invoice you will need to select the charge(s) you wish to add to the invoice and then select Generate Invoices on the pop up window as shown below

You will then be asked to confirm the selected charges and the date

Once the invoice wizard finishes you will get the below window that will allow you to view the invoice


Payment

A payment is usually made against an invoice but you can also accept a payment on a users account. There are three different status types for payments - reconciled, unreconciled and part-reconciled. 

If you want to search for a payment you can do so by clicking on the text field above the blue bar that says Search Payments.

You can also do an advanced search that will let you search by a specific payment field:

Once you have entered your search details you can click on Search to search for the record or Clear to clear all details or Cancel to close out of advanced search.

There are 8 different columns in charges:

  • Status
  • Date
  • Reference
  • Account Name
  • Payment Method
  • Amount
  • Lodgment Ref
  • Location

Expenditure

An expenditure are extra expenses you may want to keep track of. Below is an image of the expenditure dashboard

To create an expenditure you can click on the Add Expenditure button and this will bring up the below window: