The Income/Expense Goal a great tool for harnessing your company's profit margin power! Let's take a look at where to find it and how it functions!
1) From your Company Dashboard, click on EXPENSES in the black side bar on the left of the screen, then scroll down to INCOME/EXPENSE GOALS.
2) The screen will open similar to the sample below. To add a new goal, just click on the bright blue bar in the upper left corner of that section under INCOME/EXPENSE GOALS, and ADD GOAL. There are sorting options: SALES, SERVICE, and EXPENSE. There are also ACTIONS which include allow you to EDIT a goal or DELETE.
Be sure to check out our other Help Pages and our YouTube Channel with over 100 videos and tutorials!
Here's the link: https://www.youtube.com/@Paythepoolman
If you have any other question or need further assistance you can reach out to our Support Team at support@paythepoolman.com or (951) 234 5166.
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