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- Index
Closing a Tour's Financials
A tour can be "closed" to indicate all the financial activity is concluded.
To close a tour, simply check the Tour Closed Box on the Tour Info Form. Verify the Tour Status field reflects what you would like, and click the Calculate Financials button.
The Calculate Financials button calculates the Tour's net profit or loss based on income and expenses in the transaction table. The calculated number is stored in a "static" field on the Tour Info Form. This number will not change even if new transactions are added, unless you re-calculate by clicking the calculate button. Only 2 financial reports use this field: Tour Overview Report (for archiving tour data) and Tour Net Profit (which lists tours by row and shows "closed" net profit.)
The Profit and Loss (by Tour) report, however, calculates live every time it is run.
Related topics:
Closing a Tour and Auto Marking Travelers as Past Travelers