These quick guides are designed to help any business user easily navigate their financial reports in Appliance.io. Whether it’s tracking customer deposits, deferred revenue, or sales tax, these guides offer step-by-step instructions to get the most out of your reports.
Navigating the Protection Plan ReportHow to use the protection plan report to track and manage protection plan sales.
How to Use the Deferred Revenue ReportA guide to understanding and using the deferred revenue report to track pending revenue.
Viewing and Understanding Your Sales Tax ReportSimple instructions for accessing and interpreting the sales tax report.
Tracking Your Accounts Receivable in Appliance.ioLearn how to track and manage what your customers owe you using the accounts receivable report.
Understanding Customer Deposits in ReportsA guide to tracking customer deposits and when they move to revenue.