We're thrilled to announce the launch of major improvements to the Accounting Dashboard which brings you a more focused and informative way to visualize the financial health of your projects, from active renovations to completed flips and long-term rentals.
Consolidated Financial Overview in One Place
The redesigned Accounting Dashboard provides a consolidated view of your budgets and expenses across all your projects, whether they're actively under construction, successfully completed, or long-term rentals.
Active Projects Table
Compare your budgeted costs with actual spending to identify potential overages and keep your projects on track.
See the forecasted impact on your profit margin, allowing you to make informed budget adjustments.
Completed/Sold Table
Gain valuable insights into the final profitability of your completed projects.
Easily access income, expenses, and final profit figures for tax purposes.
Rental Holdings Table
Track the cost basis of your rental properties.
Understand how much you've invested in getting them up and running.
Export for Further Analysis:
Need the data in another format? No problem! Every table allows you to export information to a CSV spreadsheet or copy it to your clipboard.
Run custom reports, filter data by specific criteria, or integrate it with your favorite financial software for deeper analysis.
To access the Accounting Dashboard, navigate to the "Dashboards" dropdown menu in the top navigation bar, under "By Feature."
We've made significant improvements to the Daily and Weekly Digest emails to provide the clarity and organization you need to stay on top of your Tasks, Schedules, and Events.
Schedule and Task modals in the Calendar view now feature a "Project Header" to clearly indicate the associated project, enhancing clarity when managing multiple projects.
Our new Project Updates feature streamlines house flipping project communication by allowing you to share progress photos and detailed updates with your team in real-time.