Financial

Manage all financial aspects of your business from the WashConnect Financial menu which is organized in four sections:

Register Reports

Audit Controls

Cash Management

Ticket Redeemed

Evaluate data from a specific shift at a single site or analyze and compare relative data from one regional grouping to another.  Whatever your needs are, WashConnect® gives you the flexibility to manage your business your way.

FAQ

Answer

Who should look at the Financial menu?

The Financial menu was designed for managers, as well as controllers, bookkeepers, accountants, and owners.

Monitor and verify financial activity at your wash with many standard Register Reports. 

Where should I look if I suspect theft?

To prove out your wash activity, the Audit Controls sub menu provides a Wash-to-Register comparison report, and a Ticket Comparison report.

Which reports will I use the most?

For most general reporting activities, the Financial Overview, Shift Detail, and Credit Cards reports show transactions processed for the selected shifts and date range across one or more sites.

Prepare to close out a day by comparing the amounts in the Financial Overview report to the details shown in the Shift Detail Report and the Credit Cards report.

Export the data to your accounting and payroll software, and then close out a day on the books.

Why would I look at the other reports?

The other reports contain more detailed information about specific payment types, transaction types, and other functions.  These may be sections within the Financial Overview and Shift reports, but the specific information is expanded in the individual reports.  The Financial Overview report is written to allow an instant jump to the associated report.

For example, after reviewing the Financial Overview report, you might have a question regarding free washes given during a particular shift. You can simply click the Free Wash total shown in the Financial Overview report and a new tab will open with the Free Wash report, which gives more details about exactly what type of free wash was given out and when.

What can I do with each report?

Each report opens in its own tab to simplify navigation and comparison.

Within each report, you can print, export, sort and search the data to easily retrieve and display the exact information you want in a format that is most comfortable for you.

Reports in WashConnect® are fully compatible with multi-site organizations like all features in WashConnect®. So you can run a report for a single site, or from Corporate, you can aggregate data from dozens of sites into a single, big-picture view of your financial position.

 

 

Was this content helpful?