Transaction period in Finmap

ㅤThe transaction period in Finmap – is a convenient functionality for quickly entering transactions and building a correct Іncome statement

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ㅤAvailable for the following categories in Finmap:

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ㅤHow to make a payment with a transaction period
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ㅤWatch in the video in 59 seconds 👇

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ㅤCases that the transaction period functionality successfully solves

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ㅤ1. payment now, use for a year (by type, payment for a service subscription)
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• Expense date (Money report) – one, actual (10/1/2023)
• Date/period of the transaction (Profit report) – term of use (year, from the date of acquisition)ㅤ
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ㅤ2. the service was performed earlier, the funds have not yet been received from the client
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• Money income date (Money report) – approximate, in the future (12/31/2023)
• Date/period of the transaction (Profit report) – the period when the service was performed and we want to take it into account as our profit (September)
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ㅤ3. the service has not yet been performed, the funds have already been received from the client
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• Money income date (Money report) is the actual date when the funds were received (10/1/2023)
• Date/period of the transaction (Profit report) – the period when we plan to perform the service and want to take it into account as our profit (December)
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