How to see your profit by month and by departure

1. 1

   Open it

   Go to Economy → Reports → Monthly profit.

2. 2

   Load a month

   Choose the Year and Month, and click Load month.

3. 3

   Open it again later

   Loaded months are listed with their income, cost and profit. To open one again, choose Load in its menu (⋮).

A month shows:

• Bookings in the month, with their payments;
• Tours, with each job's cost: change one there, or add one with Add cost;
• Lodgings: the hotel stays you sold, with what each one costs you;
• Additional income and Additional costs: lines of your own, added with Add;
• Totals, down to Profit, with Potential profit while payments are outstanding.

Each load works the month out again, so a refund or a changed cost shows. Load a month once it is over: one loaded earlier is marked. If you are paid in other currencies, a month keeps the exchange rates of its first load until you click Update exchange rates.

See what one group tour or shore excursion departure earned: each group's income per passenger, its provider and fixed costs, and the profit.

1. 1

   Open it

   On the operations calendar, open the departure's menu (⋮) and choose Cost effectiveness.

2. 2

   Adjust a cost

   To change a cost for one group only, use Edit fixed cost, or add a cost with Add specific cost.

Economy → Reports → Fixed costs holds the costs the reports add by themselves.

• Monthly costs, such as rent or software: each month you load starts with them in its Additional costs.
• Tour specific costs, such as fuel or an entrance fee: click Add, pick the tour, then enter the Cost description and Amount. They count on each group and each private booking of that tour.

Click Save when you are done. A month already loaded keeps the costs it had: change them in the month itself.