Autopilot Help Centre

💰 Accounts & money All topics →

Accounts & money How do I see one account's statement? In Accounts, click the account's name or the statement icon. You see every money in, money out and transfer for the dates you pick, with a running balance. Accounts & money How do I enter money in, money out and transfers? In the Cashbook, press Money in, Money out or Money transfer, fill in the amount, date, account and category, add the receipt if you have one, and press Save. Accounts & money How do I attach a receipt or export the cashbook? Add a photo or PDF in Receipt or bill when you save an entry; open it with the paperclip. Export CSV downloads the entries you filtered for a spreadsheet. Accounts & money How do I give a staff member their own cash wallet? Tick Own cash wallet on their login, then give them an account (a Staff hand cash account they hold, or tick them on one). They see My cashbook with only that money. Accounts & money How do I set up income and expense types? Go to Accounts Department › Income & expense types and press Add category. Pick its type; only Expense and Other income count in profit and loss. Accounts & money Why do money edits and deletes wait in Need approval? Money entries are fixed once saved. Only a Super Admin changes or deletes them straight away; anyone else's edit or delete waits in Need approval. Accounts & money How do I approve or reject a money change? Open Need approval in the Accounts Department, go to Changes & deletes, compare what is there now with what was asked, add a note if you like, then press Approve or Refus... Accounts & money How do I add a supplier? Go to Production Department › Suppliers & bills, press Add supplier, type the name, mobile, address and what you already owe them, then press Save. Accounts & money How do I enter a supplier bill and a payment? On the supplier's page, Goods received turns each line (quantity x unit price) into the supplier's bill, and Pay records a payment from the matching account. Accounts & money How do I see a supplier's statement? Open the supplier from Suppliers & bills and pick dates or Lifetime. You see bills, payments, goods by item and, if allowed, what is owed after each line. Accounts & money What is the supplier payment slip? A small slip made after a supplier payment: due before, plus new bills, minus this payment, equals due now. Download it as a picture or print it. Accounts & money Who can see what is owed to suppliers? Only the owner sees what suppliers are owed. The Admin enters supplier bills and payments; Goods received notes deliveries. Accounts & money How do I use the profit calculator? Open Accounts Department › Profit calculator, type the purchase price, selling price, marketing cost and delivery charge, then press Calculate Profit. Accounts & money What does the Finance overview show? The owner's money page: money in every account, this month's money in and out, supplier dues, this month's profit, a six-month chart and the latest entries. Accounts & money How is profit & loss worked out? Sales of delivered orders, minus the cost of goods (supplier bills or buying prices), plus other income, minus the expenses in your cashbook, for any dates. Accounts & money What is the Month summary? The owner's month-end page: sales, cost of goods, expenses and profit, every account from start to end, supplier dues, and who spent how much, for one month. Accounts & money What is Business history? Business history shows your business month by month since the first month with data: sales, orders, ads, salaries paid and more. Only the store owner sees it. Accounts & money Who can see profit, salaries and payouts? Profit, balances, salaries, supplier dues and courier payouts stay with the store owner (Super Admin). No tick opens them for staff, not even for an Admin.