Reports

Reports

How can I create and print (or save as PDF) payments reports?

1. Go to the Reports page.  2. Then go to the Payments tab.  3. Select the date range and the client(s).  4. Choose how to generate the report: For outstanding payments or for received payments 5. Click on the blue Show button.  6. Scroll...

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By Simona Martinov

September 22, 2021

How can I create and export expense reports?

1. Go to the Reports page.  2. Then go to the Expenses tab.  3. Select the date range, the vendor and the category, choose how to group the expenses: by category or by vendor and then click on the blue Show button. 4. Click the Save t...

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By Simona Martinov

September 24, 2021

How do I create a tax summary?

1. Go to the Reports page.  2. Then go to the Tax Summary tab.  3. Select the date range, choose the revenue method: Billed or collected, choose the currency and lastly, click on the blue Show  button.  Tip: on the bottom of the page you'll h...

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By Simona Martinov

September 24, 2021

How can I create and export client revenue reports?

1. Go to the Reports page.  2. Then go to the Clients tab.  3. Select the date range and the client(s).  4. Click the blue S how button.  5. Then click the Save to  PDF, Export to Excel  or Print Report  button at the bottom of the page. 

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By Simona Martinov

September 24, 2021

How can I check my company's cash flow?

1. Go to the Reports page.  2. Click on the Performance tab.  3. Specify a Date range and currency.  4. Click on the blue Show button.  Tip: If you'd like to save or print the list, you'll have that option at the bottom of the page.

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By Simona Martinov

September 24, 2021