We're changing how you see payments in reports to make it clearer who has the money. Payments will now be marked as either "paid to me" or "paid to contact."
"Paid to me" includes:
Credit card payments that go into your wallet (including auto-wallet transfers)
Cash payments recorded by you as the technician
External payments recorded by your techs, regardless of who the external payment was made to
"Paid to contact" includes:
Credit card payments that go into your contact's wallet (including auto-wallet transfers)
Cash payments recorded by your technician or when you close on their behalf
External payments recorded by you
(Note: Payments to contacts will no longer be broken down into credit card / cash / external in the app reports summary, but can still be found in Job Details or emailed reports.)
Notice "Paid to Me" and "Paid to Stor" columns in this sample report:
Where did Excel go?
We're replacing our Excel reports with 2 new formats:
An easy-to-read PDF reports that can be viewed on your phone/computer or printed out
A CSV file with all of the raw data from your jobs