Total income / Income by customer

Card elements

With Hala Digital Assistant for bookkeeping, you could retrieve the accounting software's data in a few seconds. Sometimes you need to know what the turnover is with the customer or get the report and see how much revenue you did with some particular customer for a period of time. Use natural language for obtaining such information via Hala Digital Assistant. You can ask, "I need a turnover for the customer Disney" and the assistant will check the information in accounting software and provide you an answer.

The card includes the next information:

• Name of the customer;
• Income;
• Expenses;
• Net Income;

How to use

As an example, you can use the next utterances to execute this skill:

How much we did with {Name of the customer} this year?

How much we did this year?

Our income this month

Customer income

Turnover with the customer {Name of the customer}

Default values

The card, by default, is using the following period: This Year-to-date

Card options

For each card, Hala has additional options that can be executed by users when they see the report:

• Option 1 - You can get total income filtered by one customer;
• Option 2 - You can get total income filtered by all customers;

Integration

This skill is by default available for the next enterprise software: