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Finance / Data Entry

Data Entry

Log new clients and expenses here. Recurring clients bill every month of their active window; One-Off clients count once, in their start month only.

New client

Client name
Pricing lane
Monthly fee (AUD)
Start date
Status
Churn date (optional)
Billing type
Client ad spend / month (AUD, optional)
Notes (optional)

New expense

Date
Category
Description
Amount (AUD)
Notes (optional)