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Umai CRM › Knowledge Base › Finance

Finance

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#WhatsApp5 #Instagram3 #Robot3 #Auto-reminders5 #Broadcast4 #Notifications8 #Access12 #Role3 #Report21 #Permissions4 #Group23 #Dialogs1 #Chats5 #Grade3 #Rating1 #QR1 #Visits10 #Payment22 #Payroll4 #Export2 #Import2 #Status26 #Debt9 #Arrears1 #Lead15 #Manager10 #Teacher19 #Student31 #Employee17 #Metrics15 #Filter11 #AI bot3 #Template5
Categories
Categories
All articles 99 Modules 3 Kanban Settings 9 Classes 5 Main Screen 3 Sales funnel 6 Schedule and Classes 8 Visits and Visit Statuses 1 Employees 9 Students 13 Finance 4 Analytics and Reports 17 Integrations 2 Settings 12 Mailings 5 Notifications 2
Total: 4
UMAI CRM
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
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UMAI CRM
🕒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
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UMAI CRM
🕒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
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UMAI CRM
🕒1 min Finance
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
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