Statements Report
How the statements report shows revenue, refunds, other income, expenses, write-offs, net profit, comparison periods, and category breakdowns.
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Help for Reporting in Work Planner.
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Ledger Report
How the ledger report shows finance movement, review signals, transaction type breakdowns, recent rows, and exports.
Read articleReceivables Report
How the Receivables report shows unpaid invoices, ageing buckets, customer balance concentration, and exportable debt snapshots.
Read articleVAT Report
What the VAT report shows, how the boxes are calculated, what the evidence tabs contain, and what is excluded.
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How the Reporting Overview screen groups income, expenses, profit, VAT breakdowns, and exports.
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