Finance Dashboard Overview

What the Finance Module Covers

The Finance module gives you a real-time view of your shop's financial health. It aggregates income from repairs and sales, tracks your operating expenses, calculates net income, and shows a unified feed of all transactions — all in one place. The Finance section has four pages: Dashboard, Payments, Expenses, and Advanced (Transfers, Assets, and Owner Equity — Admins and Managers only).

Summary Cards

The top of the Finance dashboard shows five summary cards for the selected time period.

• Total Revenue — combined income from repair payments and completed sales, minus refunds
• Repair Revenue — income from repair job payments only
• Sales Revenue — income from completed POS and manual sales only
• Total Expenses — sum of all expense entries for the period
• Net Income — Total Revenue minus Total Expenses

Outstanding Repairs

Below the summary cards, the dashboard shows a section for unpaid repairs — repairs that have been delivered or are in progress but still have an outstanding balance. This helps you identify customers who still owe money and follow up promptly.

Payment Method Breakdown

The payment method breakdown shows how much revenue was collected through each payment method (Cash, Card, Bank Transfer, Online, and any custom methods you have configured). Each method is shown with its total amount and percentage share of total revenue. Click the link to configure your payment methods in Settings.

Accounts

Admins and Managers see an Accounts section listing every payment account — your cash drawer, bank accounts, mobile wallets, and any others you've set up. Each card shows the account's live balance and how much moved in and out during the selected period. Managers only see accounts for their own branch plus shop-wide accounts.

• Click an account card to open its drill-down page — a full history of every payment, expense, refund, supplier payment, owner transaction, and transfer that touched that account, filtered by the same period.
• Admins also see a Transfer button here to move money between two accounts (for example, banking the day's cash into the bank).

Recent Transactions

The transaction feed shows a unified, chronological list of all financial activity — income and outgoing payments together. The feed loads more entries as you scroll (infinite scroll). Each transaction shows:

• Type badge — Repair Payment, Sale Payment, Expense, Agent Commission, Agent Payout, or Supplier Payment
• Reference code — linked to the associated repair, sale, agent, or expense record
• Payment method and category (for expenses)
• Description and amount with timestamp
• Created by (the team member who logged the transaction)

Filtering by Time Period

Use the period filter at the top of the Finance dashboard to focus on a specific time window — the same selector used on the Reports pages. Choose a preset (Today, This Week, This Month, Last Month, This Quarter, This Year) or pick Custom Range and set your own start and end dates. Admins with multiple branches also get a branch dropdown next to it. All cards, the Accounts section, and the transaction feed update automatically when you change the filter.