Overview
DiverDash provides comprehensive financial management tools to help you track income, manage expenses, and maintain accurate financial records for your dive center.
Core Financial Functions
Chart of Accounts
Chart of Accounts - Set up and manage your business's financial account structure
Accounts - View and manage individual financial accounts
Bank Accounts - Manage your business bank accounts and connections
Transaction Management
Transactions - Record and manage all financial transactions
Payment Processing - Process customer payments and track revenue
Deposits - Handle customer deposits and advance payments
Business Operations
Understanding Expense Management - Comprehensive explanation of expense management concepts and Chart of Accounts integration
Expenses - Track and manage all business expenses
Expense Management - Advanced expense tracking and categorization
Bank Reconciliation - Match bank statements with your records
Commissions - Manage instructor and staff commission payments
Setup and Analysis
Financial Setup - Get your books ready for business
Financial Reports - Generate income statements and balance sheets
Tax Calculation & Configuration - Configure how taxes are calculated on invoices
Tax Management - Handle sales tax calculation and reporting
Key Concepts
Chart of Accounts: Your business's financial account structure with automated double-entry bookkeeping Internal Transactions: Internal accounting operations with smart account filtering and audit trails Journal Entries: Manual accounting adjustments (now part of Internal Transactions) Bank Reconciliation: Intelligent transaction matching with confidence scoring Payment Processing: Automated payment method mapping to Chart of Accounts Financial Reporting: Real-time balance sheet, income statement, and expense breakdown reports Multi-Currency Support: Transaction handling in different currencies CSV Import/Export: Bank statement import and transaction export capabilities
Common Workflows
Daily Sales: Customer Payment → Automatic Transaction Creation → Account Updates
Customer Deposits: Deposit Collection → Unearned Revenue Recording → Future Application to Bills
Course Enrollment: Client Billing → Payment Processing → Commission Calculation
Expense Recording: Receipt Upload → Category Assignment → Account Reconciliation
Financial Reporting: Data Aggregation → Report Generation → Export and Analysis
Getting Started
Set up your Chart of Accounts - Configure your financial account structure
Connect your bank accounts - Link your business bank accounts for reconciliation
Configure payment methods - Set up how you accept customer payments
Set up expense categories - Organize your business expenses for better tracking
Generate your first reports - Start with basic financial statements
Need Help?
Setup Issues: Check the Financial Setup guide
Account Problems: Review Chart of Accounts configuration
Transaction Errors: See Transactions troubleshooting
Report Questions: Consult Financial Reports documentation
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