Run your cashups, manage your budget, and get the reporting view you need.
Straight from other operators as they are getting started and onboarding with us.
The perfect example was July — I was looking at the numbers thinking, sweet, I've sold $113,000 against a budget of $85,000, patting myself on the back about how good we were going. Then I sat down and did the real numbers for July and it was actually $98,000. I was giving myself false pats on the back. That's when I figured it out — they just weren't throwing me the same number.
New Zealand
That's the beautiful thing about this system — when you start looking through it, you use it to find anomalies. That's kind of what it's built for: to go, 'that looks wrong.'
New Zealand
I don't mind that it's day by day — it stops me budgeting too far in advance without actually thinking about what we're delivering. And if my initial budget's way out of whack, I can create a relative budget for the team from it, which I quite like.
New Zealand
The exact things operators ask us about getting started with Loaded.
Loaded's revenue reports show figures GST-inclusive, while the cost of goods report shows figures GST-exclusive. Budgets are entered manually day by day, so if you enter your budget ex-GST while actuals pull in GST-inclusive, you'll see an inflated result that isn't real. The workaround is to add GST back into your budget figures so you're comparing like-for-like.
Cost of goods pulls from a 'live price', which only populates once you've received an invoice for that item in Loaded and linked it. Until then, the report falls back to a manually-set forecast price. Go to Reports → Cost of Goods Products, search the item, and link the invoice line item to the stock item — once linked, cost of goods updates automatically with each new invoice.
No — the reconciliation tick on received invoices only confirms the invoice was received and acknowledged against a supplier statement, not that payment was made. When you reconcile a statement, Loaded bundles the individual invoices into one supplier statement export to Xero, which then needs to be marked paid from Xero's side.
Do an opening stock take at zero, transfer stock in from your main venue, run the event, then transfer the unused stock back out and do a closing stock take at zero. Even though both counts are zero, Loaded still generates a variance report showing what was received, sold, and transferred out for that period.
Bring last month's numbers and we'll show you what this looks like in your venue — twenty minutes, no pitch deck.