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Reports Main

  1. Financial
    1. Profit and Loss (Income Statement)
      1. P&L Standard
      2. P&L Detailed
      3. P&L YTD Comparison
      4. P&L Previous Year Comparison
      5. P&L by Job
      6. P&L by Class
      7. P&L Unclassified
    2. Balance Sheet
      1. Balance Sheet Standard
      2. Balance Sheet Detailed
      3. Balance Sheet Summary
      4. Balance Sheet Previous Year Comparison
    3. Statement of Cash Flows
  2. Customers and Receivables
    1. Accounts Receivable Aging Summary
    2. Accounts Receivable Aging Detail
    3. Customer Balance Summary
    4. Customer Contact List
  3. Sales
    1. Sales by Customer Summary
    2. Sales by Product Summary
    3. Sales Interactive Graphs
  4. Jobs and Expenses
    1. Job Profitability Summary
    2. Job Estimates vs Actuals Summary
    3. Job Progress Invoices vs Estimates
    4. Time by Job Summary
    5. Time by Job Detail
    6. Time by Worker
    7. Mileage by Vehicle Summary
    8. Mileage by Job Summary
    9. Mileage by Job Detail
  5. Suppliers and Payables
    1. Accounts Payable Aging Summary
    2. Supplier Balance Detail
    3. Print 1099 and 1096 Forms
    4. Sales Tax Liability
  6. Purchases
    1. Purchases by Supplier Summary
    2. Purchases by Product Summary
    3. Purchases by Product Detail
    4. Open Purchase Orders
  7. Inventory
    1. Inventory Valuation Summary
    2. Inventory Stock Status by Product
    3. Inventory Stock Status by Supplier
    4. Inventory Item Summary
    5. Physical Inventory Worksheet
  8. Employees and Payroll
    1. Payroll Summary
    2. Payroll Detail Review
    3. Payroll Liability Balances
    4. Employee State Taxes Detail
  9. Banking
    1. Reconciliation Discrepancy
    2. Previous Reconciliation
  10. Accountant and Taxes
    1. Audit Trail
    2. Voided and Deleted Transactions
    3. Income Tax Preparation
    4. Income Tax Summary
    5. Closing Date Exception Report
  11. Budgets and Forecasts
    1. Budget Overview
    2. Budget vs Actual
  12. General Reports
    1. Accounts List
    2. Product Price List
    3. Product List
    4. Products with UOM
    5. Payroll Item List
    6. Fixed Asset List
    7. Customer Contact List
    8. Supplier Contact List
    9. Employee Contact List
    10. Other Names Contact List
    11. Terms List
    12. To Do Notes
    13. Saved Transaction List
  13. Run Multiple Reports
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