Walkies keeps track of your expenses, mileage and income, and turns them into reports like profit and loss. You'll find them all under Finance in the menu, and you can export each one as a spreadsheet (CSV).
Expenses
Add expenses: log business costs, like treats, fuel or insurance, with a vendor, amount, category and date. See How do I add an expense?
Receipts: add up to 5 photos to each expense, like the receipt.
Categories: Fuel, Mileage, Pet supplies, Insurance, Vehicle maintenance, Marketing, Office supplies, Vet supplies, Software, Equipment, Training or Other.
Reimbursing your team: team members can add their own expenses, and admins can mark them as reimbursed.
Mileage
Track a trip: Walkies records your route and distance with GPS while you drive. See How do I track a trip?
Log a trip by hand: add a trip you forgot to track. Walkies can work out the distance for you. See How do I log a trip by hand?
Address book: save places you often drive to or from, like your home. See How do I save an address in my address book?
Travel logs: Menu > Travel logs lists your trips and the Total distance logged for the dates you pick.
Reports
Profit & loss: your income from payments received, your expenses by category, and your net profit, with a chart. Tax you've collected is shown separately.
Payments report: every payment, deposit and refund in the dates you pick, with the payment method, like a bank statement.
Invoice report: totals for paid, unpaid or all invoices, broken down by service, client and payment method, plus travel, tips and discounts.
Forecast report: what you're due to earn from the appointments already on your calendar, by service and top clients.
Payroll: works out your team's pay between two dates, from their appointments, rates and travel. You can save each payroll and look back at it later.
Picking dates
Each report shows this week, this month, this quarter, this year, or custom dates you choose. They follow calendar periods, like this month, not rolling ones, like the last 30 days.
Good to know
Expenses are taken off your income in Profit & loss to give your profit.
Only admins can see reports and payroll. Team members only see Expenses, and only their own.
Profit & loss counts payments when they're received. The Invoice report counts invoices, so the two can show different totals for the same dates.
Adding expenses needs a Walkies plan (Plus, Pro or Max). Tracking trips needs a Walkies plan too.
Trips don't add expenses. Add fuel or mileage as an expense if you claim it that way.
For the different ways your clients can pay you, see How can my clients pay me?