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Finance

Module for manual financial operations management: revenue, refunds, penalties and bonuses. Allows tracking all cash flows not monitored automatically.

Finance

Capabilities​

Module supports four types of financial operations:

Revenue​

Manual addition of revenue not tracked automatically through integrations.

When to use:

  • Direct sales without using main channels
  • Additional revenue sources (affiliate programs, referral payments)
  • One-time income and non-standard profit sources
  • Data correction when discrepancies with actual revenue occur

Parameters:

  • Revenue amount
  • Operation date
  • Description/comment
  • Project or campaign (if needed)

Refunds​

Tracking refunds to customers.

When to use:

  • Payment refunds by customer request
  • Chargeback and disputed transactions
  • Order cancellations with refunds
  • Compensations and reimbursements

Impact:

  • Reduce total revenue
  • Accounted in net profit calculation
  • Displayed in financial reports

Penalties​

Penalty sanctions for employees affecting salary calculation.

When to use:

  • Violations of internal rules and regulations
  • Work errors causing financial losses
  • Failure to meet deadlines and KPIs
  • Disciplinary sanctions

Parameters:

  • Penalty amount
  • Application date
  • Employee (required)
  • Reason/basis
  • Project (optional)

Impact:

  • Automatically deducted from employee salary
  • Accounted in personnel financial reporting
  • Displayed in employee personal account

Bonuses​

Rewards and additional payments to employees.

When to use:

  • Bonuses for goal achievement and plan overperformance
  • Rewards for special achievements
  • One-time incentives
  • Compensations and allowances

Parameters:

  • Bonus amount
  • Accrual date
  • Employee (required)
  • Basis/reason
  • Project (optional)

Impact:

  • Automatically added to employee salary
  • Accounted in final payout calculation
  • Displayed in personnel reports

Salary Calculation​

Employee's final salary is calculated by formula:

Final salary = Base rate + Bonuses - Penalties

All operations with penalties and bonuses are automatically accounted in financial reports and affect final payout amount to employee.

Categories​

For convenient grouping of financial operations, use categories. Configure categories in Settings → Categories section.

Important​

  • Revenue and refunds can be linked to specific users or tracked at project/company level
  • Penalties and bonuses must be linked to specific employee and affect their personal salary
  • All operations can be edited and deleted if needed
  • All changes history saved in Activity Log
  • Finance module data used in summary reports and dashboards

Why​

  • Full control over all company cash flows
  • Transparent tracking of revenue and expenses not monitored automatically
  • Fair employee motivation system through bonuses and penalties
  • Accurate salary calculation considering all allowances and deductions
  • Detailed financial analytics across all business areas