Providers can easily report on expenses and income by category, along with quickly calculating a profit and loss summary.
Gain a holistic view from the Expense Dashboard
From the Expenses > Overview tab on the web, providers can conveniently see a snapshot of their money spent, income and recent transactions in a graph or pie chart view.
You can even click Print in the upper right corner of the screen to print the page.
Report on profit and loss
The Profit & Loss page shows a comparison of income and expenses, giving you insight into your total profit as a program. You can export or print this report as needed.
Log into brightwheel on the web
Select Expenses from the left side menu
Click the Profit & loss tab
(Optional) Select Export, or Print in the top right corner
ℹ️ Transactions categorized as Transfers are not counted in the overall profit and loss calculations. Customize reports to fit your fiscal year
Customize your fiscal year for fast reporting
If your program follows a fiscal year different from the calendar year, you can set a custom fiscal year start date. Doing so will ensure all reports automatically reflect your set fiscal year when reporting on your expenses or profit.
How to set your fiscal year:
Log into brightwheel on the web
Select Expenses from the purple sidebar
Click the Settings tab
In the Fiscal year box, turn on the setting
Select your Fiscal year start date
