Module 8
Accounting & Reports
The accounting module gives you financial visibility into your business — revenue dashboards, payment reports, and reconciliation tools.
Lessons in This Module
- Real-time business metrics and KPIs.
- Revenue by date range, service, provider, and location.
- Payment breakdowns by method and status.
- Download as CSV or PDF, email to stakeholders.
- Match system records with bank statements.
Prerequisites
- Completed Module 3: Billing
- Manager or admin access (most reports are restricted)
What You'll Learn
| Topic | Key Skills |
|---|---|
| Dashboards | Reading charts, KPI tracking, trends |
| Revenue reporting | Date ranges, filters, service breakdown |
| Payment analysis | Method breakdown, failure tracking |
| Reconciliation | Matching records, resolving discrepancies |