|
A short time ago in our headquarters not so far away… we released:
I. A New Mobile Home for your Sales and Budget Data
II. “Upload Ready” Accounting File Formats
III. Auto Alerts for Missing Sales Entries
IV. Auto Alerts for Missing Invoice Criteria
Keep scrolling to learn more you must. If questions you have, email me you should.
Remember: Yoda best - see ya in June!
💙 Home is where the sales and budgets are
Once you login to the MarginEdge app, you’ll now see a brand new look which includes helpful metrics for when you’re on the go! Easily view your sales for the week, budgets for the month and the status of any recent orders - giving you more control over your business even when you’re away from the back office. Download the app.
⬆️ "Upload ready" accounting file formats - tailored to fit your system
For users that use an accounting system that MarginEdge doesn’t directly integrate with: good news! You now have an easier workaround for getting all the juicy accounting goodness into whichever system you use. Once you configure your specific accounting export format, all you have to do each time is download the file from MarginEdge and you’ll be well on your way to faster financial visibility without having to spend time to manually manipulate data. Learn more.
Reach each out to discuss if this will work for your accounting system, here.
🔍 Ensure all sales transactions are properly accounted for
Just started selling retail items? Started catering? Be the first to know if any sales lines come across from your POS that are currently not mapped to your accounting system. This helps you quickly identify and address any sneaky new sales lines that slip through the cracks - making sure you have nothing but a clear and accurate full-picture of your restaurant's financial performance. Turn on email notifications.
🙋 If an invoice needs attention... it will tell you!
When exporting invoices to accounting, we’ll now show you which invoices need some sort of mapping task completed (ie. category, vendor, payment account or sales entry mapping). That way, you’re instantly aware of minor work that needs to be done to an invoice before shipping it off to accounting. Learn more.
|
