Reports

Thirteen reports, in four groups. Each can show one currency, or all currencies converted into your default currency at each document's own rate. Choose a period: this month, last month, this quarter, last quarter, this year, last year, the last 30 days, or your own dates.

Search reports finds one by name.

Sales

• Sales by month: invoiced, collected and owed per month.
• Sales by client: what each client was invoiced, paid and owes.
• Sales by item: quantities and amounts of every item sold.
• Sales by business: the invoicing of each of your businesses.
• Tax summary: net, tax and total per month.
• VAT by rate: every tax of the period by rate, with the amount it was charged on, for your VAT return.
• Sales register: every invoice of the period with its client, amounts and status, for your accountant.

Receivables and payments

• Aged receivables: what each client owes today, by how late it is.
• Outstanding invoices: every invoice still to be paid.
• Payments received: payments by date and method.
• Client statement: opening balance, invoices, payments and closing balance of one client.

Quotes

• Quote conversion: quotes sent and how many became invoices.

Currencies

• Exchange rates used: the rate each foreign-currency document kept, with its total and VAT in your default currency.

Excel and print

Export to Excel saves every row of a report, however many. Print prints the rows shown on screen.

Reports can be turned off in Settings.