Find a report
The Reports section of the sidebar links straight to Profit and Loss, Balance Sheet, Cashflow Statement, Trial Balance and General Ledger. Click All Reports for the full list:
Group | Reports |
Financial statements | Trial Balance, Profit and Loss, Balance Sheet, Cashflow Statement, Changes in equity, Receivables aging, Payables aging, Tax Forms, General Ledger |
Sales | by customer, item, employee, branch, department, project |
Expenses | by vendor, account, employee, branch, department, project |
Profit | by customer, by project |
Cash / Tax / Inventory | Customer cash flow, Sales tax, Purchase tax, Withholding tax, Inventory valuation, Cost of goods by item, Inventory purchases, Tax summary |
Set the period
Click the date range and pick a preset: Year to date, Last half, Half to date, Last quarter, Quarter to date, Last month, Month to date, Today, All time or a tax year. Or choose Custom range.
Change the view
View: Total view (one column), or split into columns with Monthly view, Quarterly view, Yearly view, Branch view, Department view or Project view.
Basis: Accrual basis counts sales and costs when they happen. Cash basis counts them when money moves.
Show zero balances: include accounts with no activity.
Export
Click Export and confirm to download the report as an Excel (XLSX) file.