Expense tracking and Profit/Loss Report

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140

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Michael Rose

SuiteDash claims to be a FreshBooks replacement. But, I see no area where I can document expenses and submit photos of business receipts. SuiteDash already keeps track of my profits through invoice sales. Why not allow me to add my expenses and take pictures of my receipts on the go? Then you could show a Profit/Loss report giving us an idea of how we are doing financially. A feature where I could keep track of my mileage could be helpful as well since that is considered a deductible expense on your taxes.

03-07-2021 -

Activity Newest / Oldest

David Macauley

Yes please!

The ability to produce accurate P&L reports in real time would be a HUGE improvement for SuiteDash, especially if it came with the ability to run more granular reports to as part of an overall expense and vendor management module.

For example, SD already has integrated timers to track billable hours. However, when I bring in a contractor to work on projects for me, I don't always have a client to pass those costs on to. It would be great if we could use the same timer function to track "payable hours" and use them to create reports that document:
1. how much we own our hourly employees or outside contractors
2. how much of that time & cost can be attributed to client work (and billed for) and how much to attribute to company overhead.
3. Total compensation owed to employees, vendors, and other partners for dates worked or expenses incurred, amounts paid, and remaining payments outstanding.

Ideally this would also come with features that allow us to track and report on other kinds of expenses such as revenue sharing agreements, product licensing fees, or affiliate marketing payouts.

These features cannot come fast enough!

Tom Douglas

This is listed as in progress, but there's no corresponding mention on the roadmap. Is this still happening? Is there an ETA? It would be FANTASTIC to have this feature so I can stop using alternative tools completely.

Pierre Biais

Yes please dear SD team do you have an ETA?

Andrew

Any update on these features? Been awhile since this thread has been updated. Thanks SD team!

Katz Green

Yes Yes Yes!!!! This is the only part that I am missing..at this stage to truly make full use. Pleeeeaaaaase, sooner than later! Do we have an ETA?

Emily Boudwin

I would add, the ability for my accountant to have access to my accounting portion of SuiteDash.

Claudia Molina

I would love to have a forecast view, but perhaps this is too much to ask?

Steve

Game changer here. Looking forward to this one being added!

Thanks SuiteDash team.

Steve

I see this one is now in the "In Progress" stage. Looking forward to it going live!

Nicki Case

YES PLEASE!! I despise quickbooks - it's over complicated for my setup and over priced - I need recurring expenses AND profit/Loss statements - OR just integrate directly with Freshbooks or other simplified accounting options. WE need more options!

Jeremie Fisher

Can we also add our debit and credit cards so that we can confirm which ones are actual business expanse whenever we have an expanse? Then we can drag and drop the expanse to our tax spreadsheet and profit and loss report?

Tracey Lorenson

FreshBooks has bank download and easy receipt attachment which is required for invoicing expenses to clients. Hopefully this is being added

Steve

That's a massive API addition, and I would LOVE it, but if SD could just let us record our expenses to start off it would be terrific.

This bank API addition would a GAME CHANGER.

Techgirl

Totally agree - the ability to import our biz visa and attach expenses to clients (and add receipt to invoice) is key.

Noel

Merged with: Expense management

Tran Hiep

We wish we could have cost management including internal labour cost, external outsourcing cost and report of all expense ratio with analysis.

Mike

Status changed to: In progress

Reynaldo Aquije

Have a module to add your monthly expenses

Noel

Merged with: Add Monthly Expenses

Mitch

Same as my comment on "Advanced Forms." There are many things about SD I like so far, but for the life of me, I have done plenty of DBA work, and cannot figure out why simple reporting was not in the 1.0 release of this platform (select * from timers where username ='name' and date between 'd1' and 'd2') -- simple. I foresee A LOT (!!!) of manual work with SD to summarize data. Please add some reporting tools!