When companies switch to The Flybook they provide their bookkeepers access to the system to download financial reports when they need them. One of the shifts that many of our customers experience is changing the way to collect and report information about their businesses. When using the Flybook, there rarely (if ever) is a need to use your financial reporting system (IE: quickbooks), for operational information and evaluation as all the data necessary is in the Flybook system.
Questions and Answers:
-How do I determine value/sales of individual activities?
Most of our customers use the Activity Summary report which provides an itemized break down of activities sold and associated pricing. This way you can easily see the “value” of certain activities sold.
-How do I know what people were on what activity for marketing and reporting purposes?
The Client export allows you to select multiple activity types, multiple rental types etc. to create a report that will include all client contact information as well as additional details about the activity/rental.
-What about Taxes and Fees?
To determine total amount of taxes and fees collected for a period of time use the Taxes and Fees report for a given range.
-What if I manually discount/change an invoice?
The system tracks all edits/changes to invoices and/or payments. To report on these instances use the “Adjustments” report and search over a period a time.
-What if I apply a promotion code?
Use the Applied Promotions report to account for ALL promotion codes used and their discount value for a period of time, and by specific “item”.
-What if I sell an Add On?
Use the Add-On report across a selected range to report on all add ons sold and their associated cost etc.
-How do I know what remaining a balances exist?
Use the Dashboard to determine what reservations exist over a given range that have a remaining balance.