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Reports and Accounting

Business overview, sales and tax reports, aging reports, client statements and expense analysis.

11
guides

All guides in this category

Sales by Client Report
The Sales by Client report shows a summary of the total income generated from each client and the total income they have paid. This report g…
1 min read · Updated June 19, 2023
Sales by Product Report
The Sales by Product report summarises the total income generated from each product and the total amount sold. This report gives you an idea…
1 min read · Updated June 19, 2023
Sales by Employee Report
The Sales by Employee report shows each employee’s total income and its percentage of your company’s total income. This report gives you an …
1 min read · Updated June 19, 2023
Sales Tax Report
The Sales Tax report shows a breakdown of your sales tax returns, taking into account your input and output taxes as well as contributing tr…
1 min read · Updated June 19, 2023
Customers Aging Report
The Customers Aging Report, also known as Debtors Report, shows a summary of the amount owed to a company divided into various aging categor…
1 min read · Updated June 19, 2023
Purchases by Vendor Report
The Purchases by Vendor Report shows the company’s purchase transactions with each vendor. It shows the total value of purchase transactions…
1 min read · Updated June 19, 2023
Vendors Aging Report
The Vendors Aging Report shows a summary of the amount owed to vendors by a company divided into various aging categories based on the numbe…
1 min read · Updated June 19, 2023
Client Statement
The Client Statement of Account shows a detailed breakdown of the financial transactions between your business and specific clients. It show…
2 min read · Updated June 19, 2023
Expense Analysis Report
The Expense Analysis report shows all business-related expenses incurred by your company. It shows the total expenses made by your business …
1 min read · Updated June 19, 2023
Audit Trail Report
With the Audit Trail report, you can view all the activities of your team members on your account. The Audit Trail report shows a time-stamp…
1 min read · Updated May 31, 2023
Understanding Business Overview
On the homepage, a summary of your company’s total sales, expenses and profit are displayed.  Note:  The period calculated can be edited by …
2 min read · Updated June 13, 2023