Finance Records
Dolyu calculates appointment payments and costs automatically. Money outside appointments, such as product sales, rent, or supplies, goes into Finance records. Entries you record are included in the Revenue report and the Financial overview (see Financial Reports).
In this guide
- Record an income or expense entry, with receipts if you have them
- Pick a period, find entries by type, category, or keyword, and edit or delete them
- Organize categories: rename, merge, hide, and reorder
- Export to CSV for your bookkeeper or accountant
Who can do this
Only the Owner and Admins can see Finance records (see Roles & Permissions).
Add an entry
Open Finance records and click Add entry
In the sidebar, click Operations, then Finance records. Click Add entry 1 at the top right.
- Select a period at the top of the page. It defaults to this month. The three cards at the top, Other income, Other expenses, and Net amount, show the totals for that period.
- 2 The type buttons, category menu, and search box (for categories or notes) only filter the table below. They don't affect the cards at the top.
- 3 Manage categories: organize the categories you pick from when adding an entry. See Manage categories.
- 4 Export: save as CSV. See Export.
Fill in the type, amount, category, and date
In the "Add income or expense" dialog, fill in the fields in order:
- 1 Expense or Income: Expense is selected by default.
- 2 Amount: enter the amount for this entry.
- 3 Category: click one to select it. If none fits, click Add category on the right to add one on the spot.
- 4 Date: today by default. Click Today or Yesterday to switch quickly. You can't select a date after today.
- 5 Receipts: optional, up to 5 files in JPG, PNG, WEBP, or PDF, each up to 10 MB.
The Note field at the bottom is optional, up to 200 characters.
Save
Click Create to save. To record several entries in a row, click Create & add another. The dialog keeps the type and date you just used, so you only change the amount and category.
Find, edit, or delete entries
- Entries are grouped by date. Each day's net amount appears on the right of the day heading.
- Edit: click a row to open the edit dialog, make your changes, and save. You can also add or remove receipts here.
- Delete: click ⋮ at the far right of a row and select Delete. To delete several entries at once, check the boxes on the left and click Delete selected.
- If you can't find an older entry, change the period at the top to cover that date first.
Manage categories
On the Finance records page, click Manage categories to open Finance categories:
- 1 Switch between the Expense and Income categories at the top.
- 2 Add category: add a new category.
- 3 Reorder: drag to change the order. The category buttons follow this order when you add an entry.
- 4 ⋮ on each row:
- Rename: past entries in this category show the new name too.
- Merge into…: moves all entries in this category to another category and removes this one from the list.
- Hide: the category is no longer listed when you add an entry, and past entries stay as they are. Click Show later to bring it back.
The first time you add an entry, Dolyu creates a set of common categories for you. You can rename or hide them right away.
Export
Click Export to save a CSV. The export applies the current period, type, category, and search filters. It includes each entry's date, type, category, amount, note, receipt count (Receipts), and creation time (Created At). To download the file once the export finishes, see Financial Reports.
Common questions
Do I need to record appointment payments here again?
No. Appointment payments and costs are included in the Revenue report and the Financial overview automatically. Finance records is only for income and expenses outside appointments.