Reports and sharing with your accountant

Find unpaid vendor bills by age Payables Aging shows what remains owed to vendors and how old those unpaid amounts are.

Check invoiced sales for a customer or period Invoice Details helps you review documents raised for a customer or period.

Compare expenses by category or vendor Compare spending within the same business, period, and currency.

Compare dashboard totals with financial reports Two screens can show different totals because they answer different questions.

Review missing exchange rates in a report A missing exchange rate means the report cannot convert some amounts for the selected dates.

Schedule a report and choose its recipients Schedule the supported report type for the people who should receive it.

Export an accountant pack for a reporting period The Report Pack brings selected reports together for one reporting period.

Choose a report for sales, cash, profit, or debt Start with the business question, then choose a report that measures it.

Read your profit and loss statement Profit and Loss compares recorded income and costs for a selected period.

Read your balance sheet at a particular date The balance sheet shows assets, liabilities, and equity at one date.

Understand a cash flow statement Cash Flow explains cash coming in and going out during the selected period.

Trace an amount in the general ledger Use the general ledger to trace an account balance back to recorded entries.

Use the trial balance to check account totals The trial balance lists the debit and credit balance of each account.

Find overdue customer balances by age Age Debt groups amounts customers still owe by how overdue they are.

Read income totals and check the report currency Review income recorded outside invoices for one business, period, and currency.