Umai CRM › Knowledge Base › Finance

Finance

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All articles 109 Modules 4 Kanban Settings 9 Classes 5 Main Screen 3 Sales funnel 6 Schedule and Classes 8 Visits and Visit Statuses 1 Employees 9 Students 17 Finance 5 Analytics and Reports 20 Integrations 2 Settings 13 Mailings 5 Notifications 2

Total: 5

Recording Outstanding Balances

🕒1 min Finance

Recording Outstanding Balances

This window records all Students' outstanding balances for Classes. It displays information about clients who have unpaid amounts.

#Payment #Debt #Arrears

🕒4 min Finance

Раздел «Товары» находится в «Финансах» и объединяет каталог товаров, услуги, допы к урокам и поставщиков. Здесь можно добавлять и редактировать товары, учитывать закупки, передавать товары между филиалами, а также работать со справочниками услуг, допов и поставщиков.

#Report #Payment #Status

🕒1 min Finance

Recording Expenses

This window records all expenses of your center. It serves as a cost control tool and allows you to track where money goes to avoid unexpected overspending and distortions in the financial picture.

#Report #Payment #Filter

🕒3 min Finance

Income recording

The “Income” section collects information about all receipts of the training center. The section opens automatically when you go to “Finance” from the side menu.

#Report #Payment #Filter

🕒1 min Finance

The "Finance" section helps track the center's income and expenses, view the cash register (касса) status, and generate reports on transactions. Here you can conveniently record receipts and expenditures, monitor income sources, and get a clear view of the balance.

#Report #Payment #Debt