Dashboard
Total Income
$ 0.00
Business Expense
$ 0.00
Operating Profit
$ 0.00
Personal Expense
$ 0.00
Filtered list
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New transaction
💡 Payment flow:
- Select payment method (Zelle, Venmo, Cash App…)
- If a link is set, optional an Open button appears — use it or skip
- Pay outside, then enter reference → Status Paid → Save
- Select method + Paid + Save is enough (opening a link is not required)
- Set each method’s link URL under Admin → Payment methods
All transactions
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Work order matching
Per work order: client income vs supplier expense and balance. Positive = receivable; negative = payable.
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Admin
Manage users, payments, receipts, settings & plugin updates — inside the app.
Pending users
New sign-ups appear here. Choose a role, then Approve — or Reject. No need to open WordPress admin.
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