Profit Shares: transfer profit between team members

Assign profit responsibility while preserving the original financial documents.

Step by step

1. 1

   Filter by date, user, currency, or search text and select Run.

2. 2

   Review Invoice profit available to share, including its staff member, revenue, cost, profit, already shared amount, and available balance.

3. 3

   Use the share action for an eligible invoice, or Record for the available manual entry flow.

4. 4

   Choose Share From, Share To, Date, Currency, and Amount; add Notes and review the selected users before saving.

5. 5

   Check User totals, Shared profit by currency, and Transfer history. Use edit or delete actions only for the intended transfer.

See it in the workspace

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