Adding more than one file

A month can be built from more than one file. There are two kinds of second file, and Morevy treats them differently.

A second revenue source

If your revenue comes through more than one system, add each one to the same workflow: a Stripe connection and an export, two Stripe accounts, or an export from a second payment processor. Morevy combines them into one month, and the month view says how many sources the total was collected from.

When the same customer appears in two sources under different records, Morevy proposes the match and asks Same customer? It says what joining them would change, and it joins nothing on a similar name alone. See Decisions.

Each source keeps its own reading. You can change how any one of them was read without affecting the others.

A customer list

A customer list has one row per customer rather than one row per payment: a CRM export, an accounts sheet, or a list of members with their plan or location. Morevy reads it as a list:

This file holds a list. It adds Company, Region, Account owner and Segment to each payment, matched by Customer ID.

The list adds no revenue. It adds columns to every payment, so you can break the month down by region, owner, segment or anything else it carries. The month view reports how many payments were matched.

If a list matches nothing in the payments, Morevy says so before you open the period. Pick the column it should match on, or remove the list.

Common problems with more than one file

• Two copies of one export. Attaching the same export twice produces Repeated rows? decisions. Remove the extra copy rather than answering them.

• Currencies. Each source needs to be in one currency. See Export your payments for the currency rule.

• Files with the same columns. A workflow remembers the shape of each source. Next month's export of the same system takes the same place in the workflow.