Accounting

Category: Payments
Summary:
This article explains how to use Schild for organizational accounting.

Overview

Schild has built-in support for expense and income tracking. Expenses are simple, income requires some setup.

Expenses

At any time, administrators can add expenses by navigating to Payments → Expenses. Fill out the fields, add photos (like receipts), and save. Administrators can export expenses by checking the boxes at Payments → Expenses, selecting Export selected to CSV in the Action dropdown, and hitting Go.

Income

Schild has built-in support to track income from completed security operations. Upon check-out of an operation, Schild finds the current active security service for the operation, and creates a service rendered. From services rendered, administrators can generate formatted invoices to send to clients.

Setup

To setup income tracking, proceed to Payments → Security services. Click or tap Add security service, and fill out the fields. Either Is hourly rate or Is flat fee must be checked but not both. Active must be checked.

Generating income records

After an invoice is generated, there are two ways to generate income records:

• Manually adding invoice payments by navigating to Payments → Invoice payments, and selecting the service invoice from the dropdown. With a lot of invoices, this can get complicated. To find the right invoice, search by the invoice identifier. Like expenses, you can add photos inline of given payments and methods, like checks and masked billing cards. Find the Invoice payment photos section, click Add, upload, and save.
• Adding invoice payments inline in Payments → Service invoices. Invoices generated from services rendered appear here. This is the easiest and fastest option.

Manually adding income records

Organizations can also manually add standalone income records by navigating to Payments → Income records. Click or tap Add income record, fill out the fields, and save.

Keeping records outside Schild

If accounting elsewhere, organizations can export all expenses and income by navigating to Payments → Expenses, and Payments → Income, filtering by time period, selecting the checkboxes, and exporting to CSV.

1. Navigate to Payments → Expenses and Payments → Income.
2. Filter by time period.
3. Check the checkboxes in the leftmost part of each row.
4. Select Export selected to CSV.
5. Hit Go.

If there are problems, please feel free to contact us.