Accounting Quick Guide

Welcome to your Elevation Advisor Quick Start Guide! These guides are designed to give you clear, step-by-step instructions and information on the tools you’ll use most often. Each section highlights only the essentials so you can get up and running quickly, without being overwhelmed by excessive detail. 

Regardless of your role, this guide help you confidently work with Elevation Advisor Software. 

1. Using the Expenses Page 

• Purpose – Track and categorize company spending for accurate overhead accounting. 

• Menu → Profit Genie → Expenses 

• Adding an Expense – Click '+ Add Expense', select date, category (Materials, Equipment, Subcontractor, etc.), vendor, and amount. 

• Editing/Deleting – Click the expense record to make changes or remove it. 

Expenses Page Checklist 

• All expenses entered promptly 

• Categories correctly selected 

• Monthly review completed 

2. Using the Labor Page 

• Purpose – Track employees and employee pay. 

• Menu → Profit Genie → Labor 

• Adding Labor Entry – Click '+ Add Employee, list employee name and per hour pay or salary 

Labor Page Checklist 

• All employees are accounted for and categorized correctly 

• Ensure pay rates are accurate 

3. Invoicing 

• Purpose – Bill clients efficiently and accurately for completed or partial work. 

• Menu → Projects → Invoice Client. 

• Types – Progress billing, make changes to billing or view the current invoice. 

• Line Items – Imported from approved proposal; adjust if needed. 

• Terms – Match signed agreement; set due date. 

• Delivery – Email link or PDF. 

• Tracking – Monitor payments and follow up on invoices. 

Invoicing Checklist 

• Terms match signed contract 

• Items match delivered work 

• Payment options provided 

• Overdue reminders sent promptly 

Updated on: 10/18/2025