How do I export my accounting details?

To export data into a CSV file navigate to System > Export, and click 'Accounting'. Select your date range and either invoice, payment orders, or credit requests, then click 'Submit'. A link will be created from which you can download a CSV with the accounting details you can then import into your accounting system.

How do I examine the cashflow of my branch?

TutorCruncher has a built-in analytics system that allows you to monitor your cash flow from clients to the company to tutors. By navigating to Analytics > Income Breakdown, you can filter your income by the client, tutor, subject, and more. Income can be broken down by client, tutor, subject and split further into your net amount, tax amount and tutor amount.

Monitor your income in the Analytics section.

Monitor your income in the Analytics section.

From Analytics > Income Over Time, you can see your company's revenue over time.

Monitor the development of your company's revenue over a particular period of time.

Monitor the development of your company's revenue over a particular period of time.

Navigate to Analytics > Lesson Hours to view analytics on your appointment hours.

View all taught hours for tutors, clients or students respectively.

You can also monitor any action carried out by your users, from editing a profile to voiding an invoice, by navigating to Analytics > Activity.

Monitor your users' activities filtered by time frames.

How do I export data?

Simply go to System > Export to export data. You can export users, lessons, jobs and accounting. Exports can be filtered by labels, dates, and accounting role types.

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