Reports types

Accounting includes the following reports, which you can use to help run and analyze your business. You can filter the report data, then export it as a PDF or CSV.

Select Reporting to view the report list.

Essential reports

View the worth and performance of your business.

• Profit and Loss 
• Balance Sheet
• Trial Balance
• Accounts Receivable (A/R) Aging
• Accounts Payable Aging

Detailed reports

View transaction reports for sales, expense, and ledger accounts.

• Sales Day Book
• Trial Balance
• Purchase Day Book
• Profit Analysis
• Sales Revenue—Products & Services
• General Ledger
• Audit Trail
• Chart of Accounts

Cash reports

View bank transactions and analyze your cash flow.

• Cash Flow (Forecast or Statement)
• Receipts and Payments Day Book
• Unreconciled Bank Transactions
• Unallocated Receipts or Payments
• Cashbook

Tax reports

Create a summarized or detailed sales tax report.

• Sales Tax note

Products & services reports

Stock Movement

Online payment reports

Paya - Opens the Paya Virtual Terminal, where you can run payment reports.

Data reports

Contact's Personal Data