3.8 Transactions
Article goal
Explain which tasks the “Transactions” section helps the club owner solve and how to use this data to analyze club performance and control finances.
Who this article is for
- Club owners
- Financial managers
- Managers of club chains
What you will learn
- Why the owner needs the “Transactions” section
- Which metrics can be monitored
- How to use filters and reports for analysis
- Practical examples of usage
Why the owner needs the “Transactions” section
The “Transactions” section is a tool for controlling the club’s financial flows.
It helps the owner to:
- Check the correctness of completed operations
- Analyze income and expenses by periods
- Control payments in cash and by non-cash methods
- Monitor administrator activity and cash desk workload
- Compare indicators between clubs (for chain projects)
Key functions
- Viewing all transactions for a selected period
- Filters by clients, payment types and cash desks
- Export of reports to PDF and Excel for internal reporting
- Viewing detailed data for each transaction (client ID, amount, payment method, comment)
- A tool to help guests of the club in case of disputed situations
Examples of use
- Shift control: the owner can open the transaction log and make sure that all payments for the day are correctly recorded.
- Profitability analysis: export a report for a week or month to compare revenue dynamics.
- Administrator check: in case of discrepancies between cash and the system, review comments to manual operations.
Common situations
| Situation | What to do |
|---|---|
| There are amount discrepancies in the report | Check comments and payment items |
| A report is needed for accounting | Use export to Excel |
| Refunds are processed incorrectly | Contact the administrator and clarify in the “Refunds” section |