Accounting
Stock, vendors, purchases, sales, bills, bank and reports — so you know what you earned.
Sections
- Inventory — stock of goods and materials, receipts and write-offs. The Deliveries button inside Inventory is the goods-received journal: one row per delivery, with the vendor, invoice number and total; Movements lists every operation on a product.
- Vendors and Wholesale buyers — counterparties, their contracts and document folders. Ordinary buyers are clients: their purchases show in the client card under Purchases; the Wholesale buyers list is for trade buyers and companies only.
- Purchase Orders — what was ordered, what arrived, for how much.
- Sales — sales of goods to clients and wholesale buyers.
- Service Bills — the bills you issue; a bill can be linked to an appointment.
- Bank — the statement: connect the bank through Plaid (“Settings → Bank”) and transactions arrive by themselves; each is filed under an expense heading, and rules fill the headings in automatically.
- Reports — by clients, materials, cash flow, sales; statements per client and per order.
What counts as revenue
In “Settings → Accounting” choose: the bills you signed, or the appointments and what was paid for them.
Another master's work for your client (an «External service» appointment with the client's appointment chosen) goes into the Clients report as a cost by itself — see «A new appointment, step by step».
QuickBooks
New clients and sales can go to QuickBooks by themselves (“Settings → QuickBooks”).
On a phone
Bank transactions, the bank settings with accounts and expense headings, and the Cash flow by account report open on a phone with no sideways scrolling: every line is shown as a card and nothing is cut off.
The accounting block is part of Max. Pro / Max
Finding and copying vendors
- In Bank the Vendor / contract and Heading lists have a search box: start typing and every match from every folder shows in one list, its folder in grey beside it. Arrows ↑↓ and Enter pick, Esc closes.
- On the Vendors page the Search a vendor… box looks through the name, phone, e-mail, website, address, notes and folder; folders with matches open by themselves.
- The vendor's ⋯ menu → Copy makes a copy with all the details, the folder and the contracts; the name gets “(copy)” and the card opens ready to edit.
Inside the program the same article is under Help.