{"id":1263,"date":"2024-11-23T04:58:02","date_gmt":"2024-11-23T04:58:02","guid":{"rendered":"https:\/\/support-landing.altegio.cloud\/support\/4868365506333-daily-financial-data\/"},"modified":"2026-04-02T13:21:34","modified_gmt":"2026-04-02T13:21:34","password":"","slug":"4868365506333-daily-financial-data","status":"publish","type":"docs","link":"https:\/\/alteg.io\/en\/support\/knowledge-base\/4868365506333-daily-financial-data\/","title":{"rendered":"Daily financial data"},"content":{"rendered":"\n

You can view financial data for the day in both the Appointment Calendar<\/strong> and Finance<\/strong> section of Altegio<\/strong>. This information will give you an overview of your daily income and expenses, as well as any financial transactions that have taken place.<\/p>\n\n\n\n

Financial data in the Appointment calendar<\/h1>\n\n\n\n

Information is shown in real time in a separate menu in the <\/span>Appointment Calendar.<\/strong><\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Information on all income into cash registers for a selected day is shown here:<\/span><\/p>\n\n\n\n

\u2022 The amount of money (from cash and card payments) deposited into cash registers for payments related to products and services (Cash receipts<\/strong>, In cash<\/strong>, and Non-cash<\/strong> items)<\/p>\n\n\n\n

\u2022 The cost of services with the Arrived<\/strong> status and products sold, including any discounts (Sum of services paid<\/strong> item)<\/p>\n\n\n\n

\u2022 The cost of services in appointments with any status, including discounts (Sum of services booked<\/strong> item)<\/p>\n\n\n\n

\u2022 The portion of the cost paid for using loyalty cards, bonuses, gift cards, and memberships (Loyalty<\/strong> item)<\/p>\n\n\n\n

\u2022 The cost of products sold including any discounts (Products sold<\/strong> item)<\/p>\n\n\n\n

\n

Access rights<\/strong><\/p>\n\n\n\n

To view statistics in the Appointment Calendar the team member must have access permissions configured in the Appointment Calendar section \u2014 the Show statistics<\/strong> permission must be enabled.<\/p>\n<\/blockquote>\n\n\n\n

You can also sell products using this menu without tying the sale to the visit. Click the <\/span>Sell Products <\/strong>button and <\/span>Altegio <\/strong>will open the transaction page in the <\/span>Products > Inventory management <\/strong>section (read more here<\/strong><\/a>).<\/span><\/p>\n\n\n\n

\"\"\/\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n

Financial information in the Finance section<\/h1>\n\n\n\n

You can view details on income for the day in the <\/span>Analytical Reports> All <\/strong>reports > Finance ><\/strong><\/span> <\/span>Daily cash desk report<\/strong> <\/span>section. Read more in this article<\/strong><\/a>.<\/span><\/p>\n\n\n\n

\"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

You can view financial data for the day in both the Appointment Calendar and Finance section of Altegio. This information will give you an overview of your daily income and expenses, as well as any financial transactions that have taken place. Financial data in the Appointment calendar Information is shown in real time in a… Continue reading Daily financial data<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[57],"doc_tag":[1447,1834,1894,1534,1549,1522,1579],"class_list":["post-1263","docs","type-docs","status-publish","hentry","doc_category-financial-reports","doc_tag-appointment-calendar-en","doc_tag-finance-en","doc_tag-financial-transactions-en","doc_tag-gift-card-en","doc_tag-loyalty-card-en","doc_tag-membership-en","doc_tag-products-en","entry"],"aioseo_notices":[],"year_month":"2026-04","word_count":262,"total_views":"539","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"ivan.k","author_nicename":"altegio","author_url":"https:\/\/alteg.io\/en\/author\/altegio\/"},"doc_category_info":[{"term_name":"Financial reports","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/categories\/financial-reports\/"}],"doc_tag_info":[{"term_name":"Appointment Calendar","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/appointment-calendar-en\/"},{"term_name":"Finance","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/finance-en\/"},{"term_name":"Financial Transactions","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/financial-transactions-en\/"},{"term_name":"Gift Card","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/gift-card-en\/"},{"term_name":"Loyalty Card","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/loyalty-card-en\/"},{"term_name":"Membership","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/membership-en\/"},{"term_name":"Products","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/products-en\/"}],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1263","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/comments?post=1263"}],"version-history":[{"count":3,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1263\/revisions"}],"predecessor-version":[{"id":317884,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1263\/revisions\/317884"}],"wp:attachment":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/media?parent=1263"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_category?post=1263"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_tag?post=1263"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}