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Finance: payments, payouts and accounting periods

Firms billing in BMSFor: Billing adminAccess: Billing admin

Where payments land and how periods close.

Billing > Finance has three tabs.

Finance on the Payments tab: a Payments Processed chart split into BMS Payments and Manual by month, and a list of payments with type, payout, client, gross, fee and net.
Billing > Finance.
  • Payments lists every payment: card payments taken through BMS, with their fee and net amount, and manual payments and reversals. Export downloads it.
  • Payouts lists card payments paid out to your bank.
  • Accounting Periods shows the periods your books are kept in. They are set in Settings > Billing under Accounting Period.

Still need help?

Ask your firm's BMS admin first: they can see your access level and your firm's settings. Clients of a firm should contact their accountant.

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