Review Finance Reports

Open Finance from the dashboard navigation to review live revenue, manual company expenses, and agency tax rules from real agency data only.

Finance metrics

• Gross revenue: booking totals plus paid invoice amounts.
• Manual expenses: total of manually entered company expenses.
• Automatic taxes: estimated tax rules marked to apply automatically on revenue.
• Net revenue: gross revenue minus manual expenses and automatic taxes.
• Bookings this month: count of booking records in the current finance view.
• Active rentals: count of active bookings.
• Fleet availability: percentage of vehicles currently marked available.
• Maintenance cost: total maintenance record cost.
• Unpaid invoices: outstanding invoice balances for invoices that are not paid or cancelled.

Expense category breakdown

The Finance page includes Expenses by category. Each category section shows the category name, expense count, total, vendor, date, related car or general company expense, receipt, stored file, and notes.

Tax rules

The Finance page includes Tax types and automatic revenue rules with Tax type, Rate, Applied automatically, Estimated, and Actions columns.

Use with invoices and payments

Finance totals depend on booking totals, invoice paid amounts, expenses, tax rules, and maintenance costs. Review Invoices and Payments before treating Finance totals as ready for accounting export.