With MarketBox, most of our financial reporting can be exported to Excel that can help run payroll. A service provider does not need to submit any additional documents, instead as an admin, you can access the reports through MarketBox.
MarketBox offers an overview that can help with bookkeeping.
If you are interested in exporting a list of all the bookings that have been generated by future or past bookings, this information can be found in the Booking Report.
Option 1: Booking Reports
1. Go to Bookings
2. Click Past
3. You can filter by client name, provider name, type of service, or date
Example: Most companies will choose the date by their payroll cycle, so May 1-May 31.
4. Click Export CSV
This provides the booking details, number of sessions, prices, etc
Example: If you wanted to see how many services a specific provider has done, you can view all the details related to that provider
Similarly, if you are interested in reviewing a list of all payments that have been processed by a specific client, provider or timeframe, this information can be found in Billings Report.
Option 2: Billings Reports
1. Go to Reports
2. Click on Billing Charges
3. You can filter by client, provider, and date
Example: Most companies will choose the date by their payroll cycle, so May 1-May 31.
4. Click Export CSV
