See totals for the selected records
The financial lists show totals alongside their entries. Use filters to narrow the records you are reviewing and check the resulting amounts.
Track money received,
spent and what it was for.
Record donations, other income and expenses in Pawsies. Link spending to animals or locations and keep supporting files with the payment records.
Review income and expenses together
The finance overview shows income, expenses and the difference between them, with transactions in date order. Use it to review the money your team has recorded.
- See income, expense and balance totals
- Review transactions together
- Use filters to focus the overview
Record income and its source
Choose an income category and enter the amount and date. Select an existing sender or enter details for a one-off source, then add payment information and supporting files.
- Record donations and other income by category
- Select a contact or enter a one-off sender
- Add payment method and reference
- Attach documents and notes
Link expenses to the care they support
Enter an expense with its date, amount, category and description. Link it to an animal, location or contact when relevant, and attach the receipt or invoice.
- Record veterinary bills, food and other expenses
- Link spending to the relevant records
- Attach supporting files
- Keep a description of the purchase or service
Review spending on an animal or location
Use the links on expense records to organise spending by animal or site. Animal profiles include expense and total-spending widgets for reviewing the costs recorded against that animal.
- Review animal-related expenses on the profile
- Filter expenses for the records you need
- Check the payments behind a total
Keep financial records easy to review
Keep evidence with each payment
Attach an invoice, receipt or other file when entering income or an expense. This gives the team supporting information when reviewing the transaction later.
Prepare a financial report
Use Generate Report from the finance pages or download the available finance CSV exports in organisation settings. Review the selected records and date range for the report you need.
Keep donations connected to your contacts
Link income to the person or organisation it came from. Contact records and financial records then give your team useful ways to find and review the support you have received.
