Does PetPocketbook offer any financial reporting?
Yes! Most of your financial data lives in the Invoices tab in your account. If you have compensation set up for your team in PetPocketbook, the Staff tab in your account will have reporting on what you owe your team. Here’s what you’ll find:
Payments summary
In the Payments container at the top of your Invoices tab, you can easily view all payments you’ve collected each month. To see a monthly summary, tap on the collapse icon [-] to the right of each month’s summary header.
In the summary headers, you’ll see total payments received for services broken out from any tips collected each month. You can also filter by payment type (i.e., card, ACH bank transfer, or manual payments that you inputted for payments received outside of our platform) by tapping the all payments dropdown at the top left of the container. If you have a filter selected, your monthly summaries will update accordingly to reflect the monthly subtotal for your selected payment type as well.
Total amount billed
In the all sent container of your Invoices tab, you’ll see a summary of all bills that you’ve sent via PetPocketbook, organized by the date that they were originally issued to your clients. Just like with the payments container, you can tap on the [-] icon to view a summary of the total amount billed each day where invoices were sent. The colorful progress bar at the bottom of each summary header is a quick visual queue to see how much you’ve collected against what you’ve billed that day.
To see a summary of outstanding bills that are overdue, you can tap all sent at the top left of the container and filter invoices by due. Overdue bills will still be organized by the date invoices were originally issued, and summary headers will update to reflect the total amount outstanding in each period. This makes it easy to see just how old outstanding invoices are and to help you decide whether to write off any of the outstanding balance as uncollectible.
Staff Compensation
From the Staff tab in your PetPocketbook account, you’ll find the total amount you owe your team for services completed. For year end reporting, you’ll need to use a custom timeframe to view each team member’s compensation totals for the year. At the top of your screen, tap current pay period … to open the time range dropdown and select custom. When prompted, enter the date range that you’d like to see and tap “apply.”
Keep in mind that our compensation reporting is based on when appointments were completed and not necessarily when compensation was paid to your team. For year end reporting, we recommend that you select the first date of the first pay period that was paid in the calendar year and the last date of the last pay period that was paid in the calendar year as your time range.
For example, let’s say you pay your team every Wednesday for the appointments they completed in the prior calendar week. Your first payroll in 2022 would have been on Wednesday, January 5th for appointments completed Monday, December 27, 2021 through Sunday, January 2, 2022. The start date that you should use for pulling your 2022 compensation report should be Monday, December 27, 2021 (and not January 1, 2022). Likewise, your last payroll in 2022 would have been on Wednesday, December 28, 2022 for appointments completed in the calendar week Monday, December 19 through Sunday, December 25. The end date that you should use for pulling your 2022 compensation report should be Sunday, December 25 (and not December 31, which would include compensation that won’t be paid until 2023).
The numbers at the top of your Staff tab show totals for staff compensation, tips collected, appointments completed, and number of active staff members during the year. Just below, you’ll find the total compensation and tips earned for each staff member. Need more detail? Tap on download csv at the top of your screen to see a breakdown of staff compensation by service.
We are hard at work on a Reports dashboard that will make it easier for you to access reporting all in one place, so stay tuned! In the meantime, if there’s a report that you need that’s not currently available in PetPocketbook, please reach out to us to let us know! We may be able to pull a custom report for you 🤗