Accounting often swallows up a large portion of your precious time. Fortunately, Salonized handles a significant part of your bookkeeping, so you can ditch the hours buried in receipts and focus on what you love the most: taking care of your clients.
While Salonized is not a full accounting software, it streamlines the collection of financial data (such as daily totals, petty cash expenses, and invoices), allowing you to export everything you need with a single click and forward these to your accountant or import them into an accounting program. Read this article to discover the specific features that help you maintain a healthy, organised business.
Note: Purchase invoices (expenses/bills) cannot be registered in Salonized. You will need to maintain a separate record for those.
How do I manage my cash flow?
With the cash management feature, you use Salonized as your assistant to keep track of your cash balance. By enabling this feature, the system handles the heavy lifting for you:
Automatic Tracking: All cash transactions are automatically tracked and added to your current cash balance.
Petty Cash Processing: Easily process instances where you take money from the drawer (e.g., for groceries or flower deliveries).
End-of-Day Totals: See at a glance exactly how much money is in the drawer at the end of each day.
Read more about the cash management feature here.
How are my invoices handled?
Based on the data you enter into the cash register, Salonized automatically creates an invoice for every payment.
Digital & Print Options: Send invoices digitally to the customer or print them if necessary.
Organisation: All invoices are displayed in the invoice overview in your account.
Customer Linking: Every invoice is automatically linked to the correct customer profile for easy reference.
Learn how to create an invoice here.
How do I gain insight into my financial performance?
The reports feature gives you quick insight into the financial health of your business. Within the reporting section, you can find:
Revenue Overview: Quickly see your total revenue over a specific period and how that revenue was generated.
Performance Metrics: See which products and services performed best within a certain timeframe.
Staff Insights: Find how many hours each employee worked and view their occupancy rate.
Tax Totals: In the VAT (BTW) overview, quickly see the VAT due per month or quarter.
Read more about reports here.
How do I share my data with an accountant or other software?
Salonized automatically compiles all sales data relevant to your accounting into an easy-to-use overview. While you cannot register purchase invoices (expenses/bills) in Salonized, you can export your sales data:
Export Formats: Export all relevant data (daily totals, petty cash, invoices) as an Excel or .csv file with the click of a button.
External Integration: Forward these files to your accountant or import them into an external accounting program.
Exportable Data: Use the data export feature to compile totals, invoices, invoice items, and cash expenses.
Learn more about accounting and data exports here.
For further assistance with your bookkeeping, contact our support team.
We will be happy to help you.