List of available reports
These are the reports currently available in the app.
Allows you to print a history report for a contact, containing all the invoices and payments for a specified period. The end date for this report is always today, to allow for the correct account balance calculation.
Summarizes all the unpaid invoices for each contact, grouping the outstanding amounts by date “buckets” (0-30 days, 31-60 days, etc). Allows you to see at a glance who owes you money, and how overdue their payments are.
Lists either all appointments for the specified date range, or only the appointments for a specific contact.
There are 3 types of expense reports: a summary, a monthly summary and a full report. The summary only lists the totals per category for the specific date period. The monthly summary lists the totals per category for each month in the date range. The full report lists all expenses individually in detail, grouped by category, for each month in the date range.
Gross income report:
Reports the total of all the payments you receive in the date range specified, grouped by month, broken down by payment type (cash, check, etc.).
Sales by contact:
This report tells you how much you invoiced each contact in total during a specified time period, with separate lines for all the services you did for them.
Sales tax summary:
This option lists the sales taxes you owe, grouped monthly by each sales tax you have defined in your Settings.
The sales tax summary can be calculated using 2 different methods: cash accounting or accrual basis. Most small business use cash accounting (sales taxes are calculated based on the amount and date of the payments received) as opposed to accrual (sales taxes are calculated based on the amount and date of the invoices issued). Ask your accountant which one is right for you.
Additionally, at the moment, sales taxes are only calculated at item-level rather than invoice-level. Again, consult your accountant to see if this is appropriate for you.