Table of Contents

List of available reports

You are here:

These are the reports currently available in the app.

Account history:

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.

Aging report:

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.

Appointment list:

Lists either all appointments for the specified date range, or only the appointments for a specific contact.

Expense reports:

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.

Next How to use reports
{"cart_token":"","hash":"","cart_data":""}

Our website uses cookies and thereby collects information about your visit to improve our website. Please see our Privacy Policy page for furher details or agree by either clicking the 'Accept' button or continuing to use the site.

Cookie settings

Below you can choose which kind of cookies you allow on this website. Click on the "Save cookie settings" button to apply your choice.

FunctionalOur website uses functional cookies. These cookies are necessary to let our website work.

AnalyticalOur website uses analytical cookies to make it possible to analyze our website and optimize for the purpose of a.o. the usability.

Social mediaOur website places social media cookies to show you 3rd party content like YouTube and FaceBook. These cookies may track your personal data.

AdvertisingOur website places advertising cookies to show you 3rd party advertisements based on your interests. These cookies may track your personal data.

OtherOur website places 3rd party cookies from other 3rd party services which aren't Analytical, Social media or Advertising.