Reports and sharing with your accountant
How do I find unpaid vendor bills by age?
Payables Aging shows what remains owed to vendors and how old those unpaid amounts are.
How do I check invoiced sales for a customer or period?
Invoice Details helps you review documents raised for a customer or period.
How do I compare expenses by category or vendor?
Compare spending within the same business, period, and currency.
Why do dashboard totals and financial reports differ?
Two screens can show different totals because they answer different questions.
How do I review missing exchange rates in a report?
A missing exchange rate means the report cannot convert some amounts for the selected dates.
How do I schedule a report and choose its recipients?
Schedule the supported report type for the people who should receive it.
How do I export an accountant pack for a reporting period?
The Report Pack brings selected reports together for one reporting period.
Which report should I use for sales, cash, profit, or debt?
Start with the business question, then choose a report that measures it.
How do I read my profit and loss statement?
Profit and Loss compares recorded income and costs for a selected period.
How do I read my balance sheet for a particular date?
The balance sheet shows assets, liabilities, and equity at one date.
How do I read my cash flow statement?
Cash Flow explains cash coming in and going out during the selected period.
How do I trace an amount in the general ledger?
Use the general ledger to trace an account balance back to recorded entries.
How do I check account totals in the trial balance?
The trial balance lists the debit and credit balance of each account.
How do I find overdue customer balances by age?
Receivables Aging groups amounts customers still owe by how overdue they are.
How do I read income totals and check the report currency?
Review income recorded outside invoices for one business, period, and currency.