Reports
Access reports to gain insights into your business, make decisions about the future, prepare tax filing information and more.
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Day to day
Formatting and customizing
- Add a text block to a new report
- Customize a report with the Report Settings menu
- Edit custom reports
- Edit, move or delete text blocks on new reports
- Group or summarize transactions on a new report
- Move accounts within a new financial report if the balance is negative or positive
- Run a 13 period four-weekly Income Statement
- Save custom reports
- Set or remove default from reports on the Custom tab
- Working with the layout editor on new financial reports
Advisor users and partners
Financial
Sales
Purchases
Inventory
Accounting
Payroll
- Employee Contact Details
- Employee Remuneration
- Payroll Employee Summary
- Time Off Balances
- Time Off Requests
- Time Off Transactions
- Timesheet Details
- Timesheet Summary
- Payroll Activity Details
- Payroll Activity Summary
- Taxable Wage Summary
- Total Cost Details
- Total Cost Summary
- Transaction Listing Details
- Transaction Listing Summary
- Opening Balance Details
- Opening Balance Summary