Let’s get you through the close.
Step-by-step help for your workspace, from the first sales file to the final record.
Create an account and a place for each salon
Set up a local Trimsum account, save its recovery code and create separate empty workspaces for the salons or clients you manage.
Using your workspace · 5 min readImport an itemised sales file into the right draft
Follow Upload CSV, Match columns and Review import, including file limits, preview checks and the choice to replace or add to a draft.
Using your workspace · 5 min readMatch each source column to the job it does
Map required and optional sales fields, distinguish missing tax from zero and choose an unambiguous date convention before previewing an import.
Using your workspace · 5 min readSet the service and retail rates behind the draft
Set flat or date-specific staff commission rates, connect source names to people and review changed drafts without rewriting completed runs.
Using your workspace · 5 min readResolve a source question with a reason you can reuse
Inspect an original sales row, follow its commission calculation and record or reopen a review decision before the period is finalised.
Using your workspace · 5 min readClose a reviewed period and download its records
Check finalisation eligibility, name the run and download the actual staff summary and detailed audit CSVs from Archive.
Using your workspace · 5 min readKeep a backup and check a restore before relying on it
Download a full workspace backup, preview a supported restore and find the preserved pre-restore copy and earlier closed records.
Using your workspace · 5 min readGet back into your account with its saved code
Reset a local Trimsum password using the saved recovery code, retain workspace data and save the replacement code issued after recovery.
Using your workspace · 5 min readFix an import without guessing which rows arrived
Diagnose concrete CSV header, quoting, column, date, amount and mapping errors, then safely retry a complete sales import.
Using your workspace · 5 min read