Embedded Files
The "Revenue Reporting" webinar can be found in ALL-IN©
The "Revenue Reporting" webinar can be found in ALL-IN©
1: Access to the “Reports” via the Reports button on the navigation bar at the top of any ALL-IN© page.
2: This section will list previous revenue reports and allow you to access them. You can also download into an excel spreadsheet (coming soon).
3: “Pause Automatic Report” is available between the 1st and 7th of each month. This function will exclude your entire franchise from the automatic reporting performed by ALL-IN© on the 10th.
Activating this failsafe will require corporate accounting to manually generate your revenue report.
This feature will require you to document the reason why it was activated, and will be reactivated after the appropriate action from accounting has been determined.
4: “Preview your next report” navigates you to the “Preview Upcoming Report” screen
1: This section automatically tracks invoices, placements, and credits you have entered through ALL-IN©. When you are using ALL-IN© for your entire pipeline, the reporting process is 100% automated.
Recording an Adjustment
Recording an Adjustment
The pencil symbol is used to make an adjustment to an existing invoice listed on the reports page. Clicking this button reveals a drop down for two options.
Selecting "Record an Adjustment" will generate a pop-up where you will enter the adjustment information and a reason for the change. This window will also change the invoice on the invoice page.
Selecting "Remove From Report" will simply remove the invoice from the report page.
Recording a Manual Line Item
Recording a Manual Line Item
The “+” button on any “Total” line on the reports screen allows to to manually add a line item to your report. Enter all of the appropriate information and click save
You only need to do this if you are not entering invoices into ALL-IN©
A trash can icon will only appear next to line items in your report that have been manually entered. This will allow you to delete the line item.
You can not edit a manual line item, you can only delete it. If you need to change a manual line item, you must re-enter the information.
Recording a Manual Line Item Split Fee
Recording a Manual Line Item Split Fee
You can enter a manual line item into your report that indicates a split fee with another franchise. This split WILL NOT GENERATE a line item to the corresponding territory. You will need to coordinate the agreed percentages with the other franchise.
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