Reporting and payroll: 4 questions answered

Knowing what the business made, what each job cost, and getting hours to payroll.

Every answer starts with the short answer, then the reasoning, then an honest status note on what Apex Flow Scheduler does about it.

This area holds 4 answered questions: 4 were returned by public search suggestions when we collected them, and 0 were written by us from research on common owner problems. Of the 4 answers that involve Apex features, 4 involve at least one feature that is still rolling out, in progress or planned. Each answer page names the Apex features involved and shows a status badge computed from our feature audit, so you can see how much of the answer is built today.

All questions in this area

• How long should you keep customer invoices?The IRS says to keep records that support income, deductions or credits until the period of limitations for that tax return expires, which is generally three years. Some situations need longer, and state rules or contracts can add time, so many owners keep invoices for at least seven years.
• How long should businesses keep invoices?A business should keep invoices and other records that support its tax return until the period of limitations for that return runs out, which the IRS says is generally three years. Records tied to employees' taxes should be kept at least four years. Longer retention can help with disputes.
• How long should you keep invoices, paper or digital?Keep each invoice at least as long as it supports an item on your tax return, which the IRS says is generally until the period of limitations ends, often three years. A clear digital copy that you can retrieve and print is usually a practical way to store it, but ask your accountant.
• How to cancel a timesheet and team app?Before canceling a timesheet or team app, export hours for the current pay period and the full year, tell your payroll provider or accountant, move staff to a new clock in method and keep copies of time records for as long as your accountant advises. Cancel only after the last pay run.

Other process areas

• Lead capture
• Quotes and estimates
• Booking and scheduling
• Double booking and capacity
• Recurring jobs and memberships
• Dispatch and routing
• Reminders and texting
• Cancellations and no-shows
• Phone and AI answering
• On-site work and photos
• Approvals and signatures
• Invoicing and payments
• Follow-up and reviews
• Integrations and accounting
• Software pricing and choosing
• Switching and cancelling
• App reliability and support