The ledger of every payment received and every cost paid by the dealership
The Transactions page lists every recorded movement of money. Each entry is either money in or money out. All reports in the Finance group read from this ledger.
The Finance group appears in the sidebar only for team members who hold the permission to read financial records. The group is closed to staff by default.
| Action | Permission |
|---|---|
| Open the page and read entries | Financial Records Access |
| Record an entry | Record Payments & Costs |
| Edit, refile or attach files to an entry | Edit permission for transactions |
| Delete an entry | Delete permission for transactions |
Owners and managers hold all four permissions. The dealership can grant the first two to staff. Edit and delete are not available as grants for staff.
Every entry has one category. The category fixes the direction. No category exists in both directions.
| Group | Categories |
|---|---|
| Revenue (money in) | Sale Proceeds, Deposit, Partner Settlement, Tax Refund, Other Income |
| Direct Costs (money out) | Car Purchase, Transport & Shipping, Customs & Duties, Repair & Preparation, Auction Fee, Documentation, Partner Commission, Insurance |
| Operating Costs (money out) | Rent, Salary, Utilities, Marketing, Tax & Licensing, Software & Subscriptions, Other Expense |
Rent, Salary, Utilities, Marketing, Tax & Licensing, Software & Subscriptions, Other Expense and Other Income belong to the business and not to one car. These entries never link to a car.
A payment recorded on a deal carries the deal number and the customer of the deal. It also carries the car of the deal, when the deal has one.