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Finance > The Finance Flow

The Finance Flow

Modified on: Tue, 16 May , 2023 | 12:55 PM

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In the finance module, there's a new flow process that will allow you to work through creating fee types, invoicing, entering revenue, and creating invoices.

1. To access this flow navigate to the the finance section of the left menu and choose Franchisee Fee Setting.
2. Click the green "add finance setting: button on the screen and the finance flow diagram below will appear.
   
   
   
   
3. Click the go button in the bottom corner for this pop-up to disappear.
4. This will launch you into step 1 of the finance flow.
5. The steps in the finance flow are as follows:
   
   Step 1 - Fee Setting
   Step 2 - Enter/Update Revenue
   Step 3 - Verify Revenue Invoice Amount
   Step 4 - Create Invoices
   
   

Be sure to check the articles and videos for each step of the finance flow.

If you have any questions on the contents of this article, please email helpdesk@franchisesoft.com for additional assistance. 

 

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