SUMVRAHELP CENTRE

Money in and out

Where do I enter a day’s work or daily takings?

SoleBusinessPro

Quick answer

Do not enter profit as a separate payment. For a day’s work, sales or takings, choose Money In and record the income received with its date, amount and description. Record related business costs separately under Money Out. Sumvra then calculates estimated profit from the saved Money In and allowable Money Out records.

Step by step

  1. Choose Money In for the money received from the day’s work, sale or takings.
  2. Enter the date, amount and a description that will make sense later.
  3. Record related business costs separately under Money Out.
  4. Use the dashboard to view the estimated profit Sumvra calculates from those records.

Before you finish

Button names can vary slightly by installed version. If something looks different, check the version shown in Sumvra before making a change.

Still need help?

Open Messages & Support inside Sumvra and tell us which screen you are using. Include the guide title above so we can help you more quickly. Please do not include passwords, authenticator codes, full bank details or tax references.