+7See payments data, cashflow insights, and link your bank accounts and cards from the new Finance Overview page. You’ll have access to personalized metrics and can see how the numbers change over time (such as your expenses month to month).
You can learn more in the Help Center here.
I’m loving the finance dashboard, but I think it could be improved upon, for example the ability to look at sales taxes specifically. Every month I have to pull a sales tax report to submit to my state and issue payment based on the total amount of sales I made that month. So the monthly total sales and monthly total sales tax.
Also, it would be helpful if under the expenses section it automatically added the transaction fees from HoneyBook. This is an expense we need to keep track of.
The downloadable reports have the information needed, but it is a pain to have to download and open the report instead of being able to view the data in the dashboard with the option to download it.
+7Hi
Boy do I have some exciting news for you! Coming soon are a sales tax report, discounts report, refunds report, processing fees report :)
Upvote this feature request here so that you’re notified when that feature is live!
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