Reports

The Reports tab provides comprehensive financial and operational reporting capabilities for your business. Access a wide range of standard reports including financial statements, tax reports, customer and supplier summaries, inventory analysis, and more.

Reports are organized into categories based on their function, making it easy to find the information you need. Each report can be customized with date ranges, filters, and other parameters to meet your specific requirements.

Standard Reports

The system includes dozens of built-in reports covering all aspects of your business operations:

Financial statements such as Profit and Loss Statement, Balance Sheet, Cash Flow Statement, and Statement of Changes in Equity provide a complete picture of your financial position and performance.

General ledger reports including Trial Balance, General Ledger Summary, and General Ledger Transactions offer detailed insights into your accounting records.

Specialized reports for taxes, customers, suppliers, inventory, fixed assets, payroll, and more help you manage specific areas of your business effectively.

Custom Reports

Beyond the standard reports, you can create custom reports using Advanced Queries to extract and analyze data in ways that are unique to your business needs.

Custom reports provide ultimate flexibility, allowing you to combine data from multiple sources, apply complex filters, perform calculations, and format results exactly as required.

• Tax Transactions
• Tax Summary
• Tax Reconciliation
• Tax Audit
• Taxable Sales per Customer
• Taxable Purchases per Supplier
• Supplier Summary
• Supplier Statements (Unpaid Invoices)
• Supplier Statements (Transactions)
• Aged Payables
• Sales Invoice Totals by Item
• Sales Invoice Totals by Custom Field
• Sales Invoice Totals by Customer
• Report Transformations
• Payslip Totals per Item and Employee
• Payslip Summary
• Employee Summary
• Inventory Value Summary
• Inventory Quantity Summary
• Inventory Quantity by Location
• Inventory Profit Margin
• Inventory Price List
• Inventory Costing Calculation Worksheet
• Intangible Asset Summary
• Amortization Calculation Worksheet
• Trial Balance
• General Ledger Transactions
• General Ledger Summary
• Fixed Asset Summary
• Depreciation Calculation Worksheet
• Statement of Changes in Equity
• Profit and Loss Statement
• Profit and Loss Statement (Actual vs Budget)
• Forecast Profit & Loss Statement
• Cash Flow Statement
• Balance Sheet
• Expense Claims Summary
• Division Exception Report
• Custom Reports
• Customer Summary
• Customer Statements (Unpaid Invoices)
• Customer Statements (Transactions)
• Aged Receivables
• Capital Accounts Summary
• Billable Time Summary
• Receipts & Payments Summary
• Bank Account Summary

Learn more about creating custom reports: Advanced Queries