Frequently Asked Questions

Which Reports Show the Amounts Generated and Received per Practitioner?

Which Reports Show the Amounts Generated and Received per Practitioner?

This is not financial or accounting advice, only details about how the reports generate the figures. We recommend consulting your accountant before making any decisions.

Wondering which report represents an accurate performance for your Practitioners?

This explanation should help you to understand the reports better.

Cash vs Accrual

First, decide if you rely on accrual or cash accounting.

  • Accrual accounting: The amount that was generated during a certain period (items invoiced – regardless if it has been paid).

OR

  • Cash accounting: The actual money that has been paid over that period (payment received – regardless of when it was invoiced).

Accrual

The Activity Report (Reports > Management > Activity) will give you an accurate report of the items invoiced over the selected date range, grouped by staff member.

If you are using passes, make sure you decide if you take into account when the pass was purchased (total pass cost) or when it is redeemed (nominal value) because selecting both will lead to the amount being added up.

Cash

The Payments Report (Reports > Management > Payments) gives an accurate amount of the money that has been received during the period of time selected, select Group by Provider.

Keep in mind that this report can fluctuate greatly on a weekly basis if you tend to receive bulk payments from third parties or if a practitioner runs classes for which clients pay upfront for a term or buy passes.

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