Overview

The Accounting Page in Supermove allows users to manage invoices, payroll, and financial records efficiently. It provides a clear and structured interface to track payments, review employee compensation, and generate reports for accurate billing and payroll processing.

Video Walkthrough

Key Sections of the Accounting Page

The Accounting Page includes multiple tabs, each serving a distinct function:

• Move Invoices
• Storage Invoices
• Employee Payroll
• Contractor Payroll

Move Invoices

The Move Invoices section allows users to create, track, and manage invoices for moving projects. Key functionalities include:

Invoice Management

• Draft, Scheduled, Unpaid, Overdue, Paid, Finalized, and Canceled invoices can be filtered and reviewed.
• Project ID linking to quickly navigate between invoices and associated projects.
• Search and filter options for invoice details, due dates, payment status, export status, and project type.

Invoice Actions 

Clicking on an invoice opens a detailed view where users can:

• View the invoice document
• Finalize or send invoices (if applicable)
• Record a payment
• Charge a credit card directly from the invoice
• Manage stored credit cards for customer payments

Payment Management

• Users can track remaining balances and apply payments to outstanding invoices.
• The Record Payment option allows manual payment entry for cash, checks, or external transactions.
• The Charge Credit Card option enables direct payment processing within Supermove.

Storage Invoices

The Storage Invoices tab functions similarly to the Move Invoices tab but is specific to storage-related projects.

Key Features:

• Search and filter storage invoices based on date, status, and payment details.
• Invoice Status Tracking to ensure storage fees are collected on time.
• Recurring Billing Support for storage clients who pay monthly.

Employee Payroll

The Employee Payroll tab helps businesses track and manage payroll for their in-house employees.

Key Features:

• Weekly Payroll Reports: Users can view payroll summaries for each week.
• Compensation Tracking: Displays the number of employees and the total compensation paid out.
• Payment Status: Shows whether payroll has been successfully processed or if there’s a remaining balance.
• Report Periods: Lists past payroll cycles for reference.

Each payroll report can be expanded to view all details, making it easier for admins to track payments and confirm payroll accuracy.

Contractor Payroll

This section operates similarly to Employee Payroll, but it is specifically designed for contractor payments. Businesses that employ independent contractors can track their payments separately from full-time employees.

Filtering Invoices

Users can apply filters to quickly locate invoices based on:

• Invoice Date
• Due Date
• Payment Status (Paid, Unpaid, Overdue, etc.)
• Export Status (Whether an invoice has been exported for accounting)
• Project Type (Local Move, Office Move, Interstate Move, etc.)

By applying filters, users can narrow down invoice lists and focus on specific transactions.

Conclusion

The Accounting Page in Supermove is a central hub for financial management, allowing users to oversee invoices, track payments, and process payroll. The robust filtering and categorization options help ensure smooth financial operations while keeping records accurate and up to date.

If you have any questions, please reach out to Support at help@supermove.com and they will be glad to assist!