Vehicles Report
How the vehicles report shows each van or car's profit and loss for a period, adding up to Statements, and its miles and HMRC mileage claim for a tax year, with CSV exports.
Read article: Vehicles ReportReporting help
Help for Reporting in Work Planner.
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Completed Jobs Report
How the completed jobs report lists every job your team completed in a period, with what was charged, and adds them up by round, team member, source, service or vehicle, including payments collected by each team member.
Read article: Completed Jobs ReportStatements Report
How the statements report shows revenue, refunds, other income, expenses, write-offs, net profit, comparison periods, and category breakdowns.
Read article: Statements ReportLedger Report
How the ledger report shows finance movement, review signals, transaction type breakdowns, recent rows, and exports.
Read article: Ledger ReportReceivables Report
How the Receivables report shows unpaid invoices, ageing buckets, customer balance concentration, and exportable debt snapshots.
Read article: Receivables ReportVAT Report
What the VAT report shows, how the boxes are calculated, what the evidence tabs contain, and what is excluded.
Read article: VAT ReportReporting Overview
How the Reporting Overview screen groups income, expenses, profit, VAT breakdowns, and exports.
Read article: Reporting OverviewStatements report
OverviewThis article explains how to use statements report in the reporting area of Work Planner and what users should look for when moving into the next step of the workflow.When to use thisUse this article when you nee
Read article: Statements reportLedger report
OverviewThis article explains how to use ledger report in the reporting area of Work Planner and what users should look for when moving into the next step of the workflow.When to use thisUse this article when you need a
Read article: Ledger reportReceivables report
OverviewThis article explains how to use receivables report in the reporting area of Work Planner and what users should look for when moving into the next step of the workflow.When to use thisUse this article when you ne
Read article: Receivables reportVAT report
OverviewThis article explains how to use vat report in the reporting area of Work Planner and what users should look for when moving into the next step of the workflow.When to use thisUse this article when you need a foc
Read article: VAT report