25 reports, ready when you are
From statutory statements to management summaries, run any report for any period, customise the layout and export it to PDF, Excel or CSV.
Financial statements
Profit & Loss
Income, costs and net profit. Compare periods, split by month, or against a budget.
Balance Sheet
What you own, owe and the equity in your business at a date.
Statement of Cash Flows
Where cash came from and went: operating, investing and financing.
Statement of Changes in Equity
Opening equity, profit and other movements by equity account.
Management
Executive Summary
Cash, profitability, balance sheet and key ratios against the previous period.
Cash Summary
Cash received and spent by account, with opening and closing cash.
Bank Summary
Opening balance, cash in, cash out and closing balance per bank account.
Budget Variance
Actual against budget with variances. Standard plan.
Profit & Loss by Segment
Profit and loss split across a segment category. Standard plan.
Accounting
Trial Balance
Every account with its debit or credit balance.
General Ledger
All transactions on every account with running balances.
Account Transactions
Transactions on one account with a running balance.
Journal Report
Every posted journal with its lines. Filter by source.
Receivables & payables
Aged Receivables
Money owed to you by customer and age.
Aged Payables
Money you owe suppliers by age.
Customer / Supplier Statement
Invoices, credit notes and payments for one contact with a running balance.
Sales & purchases
Income by Customer
Sales by customer for a period.
Expenses by Supplier
Spending by supplier for a period.
Sales by Item
Quantity and value sold per product or description.
Purchases by Item
Quantity and value bought per product or description.
Tax
Tax Summary by Rate
Sales and purchase tax totals per tax rate.
Tax Audit Report
Every taxable transaction behind your return, grouped by rate.
Assets, stock & currency
Fixed Asset Schedule
Cost and depreciation roll-forward per asset. Standard plan.
Stock Valuation
Quantity and value of tracked inventory at a date. Premium plan.
Stock Movements
Stock in and out by item. Premium plan.
Foreign Currency Exposure
Open foreign invoices, bills and bank balances valued at current rates. Standard plan.
More than a list of reports
Export anywhere
Download any report as PDF, Excel or CSV, or print it.
Customise layouts
Choose columns, compare periods and save layouts you reuse.
Packs and schedules
Bundle reports into a pack and have it emailed weekly, monthly or quarterly. Standard plan and above.
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