As a small business owner having a limited budget, you have to manage everything yourself. Metric helps you in creating invoices and tracking expenses but you have to add entries for income transactions. This is time-consuming and can get confusing at times. You often find yourself making mistakes and end up having to spend more time fixing them.
We’re excited to announce our latest product update that simplifies the process of adding income transactions in our financial intelligence app. Our improved flow to add income transactions will save you time and reduce errors. You can now categorize your entries as a single order or bulk and the form that follows will ask only for relevant information. For bulk orders you’ll be able to add multiple transactions at once, saving you even more time.
How does this feature work?
- Select from Single or Bulk Order
With our latest update, on adding an income transaction, you’ll be prompted to select whether it’s a single order or a bulk order.
- Fill out a customized form
Based on your selection, the questions that follow will change, making the process more streamlined and efficient. This means that you can fill in the relevant details quickly and accurately, without having to spend time sifting through irrelevant questions.
Benefits:
- Saves time and Reduces Errors:
By selecting whether it’s a single or bulk order, you’ll only be presented with relevant questions, making the process more streamlined and efficient. This is time-efficient and reduces the probability of error. With less time spent on adding income transactions, you can focus on other important aspects of your business.
- Improved Invoices
This update allows for more customized and improved invoices. By filling in more detailed information about income transactions, you’ll be able to create more accurate and professional invoices for your customers.
- Categorize different kinds of Orders
This update will also let you categorize your orders as single or bulk. This enables the business to have data on the amount of bulk orders per month which is a key insight for future processes.
Our improved flow to add income transactions is a game-changer for small business owners who are looking to streamline their finances. With this update, you’ll save time, reduce errors, and have a better understanding of your business’s financial health.