Open every report from one Reports page: invoice, expense, income, aged-debt, payables aging and inventory reports and the financial statements, plus GST Filing, TDS Receivable and TCS Collected for businesses in India. Filter, download or email them in a few clicks.
What is inside
Reports read the records your account already holds. Choose the type, set the dates, add a filter, then read the result or take it with you.
Different questions, different reports
Invoices, aged debt, payables aging, income, expenses and an inventory summary each have their own report, and businesses in India also get GST filing. Which one you open depends on the question in front of you: who owes money and for how long, what a category cost last quarter, or what goes into the next GST return.
Each report is built the moment you open it, from the records in your account right then. An invoice paid an hour ago is already counted, so the numbers in front of you are always current.
Reports in the sidebar opens one page with every report for the business, grouped as Financial Statements, Sales and Purchases, Tax and Send and Schedule. Search Reports… finds one by name, and a star adds it to Favourites at the top, so the reports you open every week are one click away.
Dates first, then categories
Set a start and an end date and the report covers exactly that span: a month for a management meeting, a quarter for a return, a year for the accountant. The same report answers an entirely different question once the dates move.
Past the dates, a report can be limited to a particular income or expense category, and the filters stack rather than replacing one another. One quarter, one category, one supplier turns a long list into exactly the answer you need.
Out of the app, into the meeting
Each report downloads as a PDF with the filters you applied, on a letterhead with your logo, business details and tax number, the period and page numbers, and a file name made of your business, the report and the period. Invoice Details also offers PDF with Line Items.
Email Report sends any statement, the Report Pack or a list report once, with the PDF attached. Schedule the Payables Aging, Age Debt, Expense, Income or Invoice report and the one you check every Monday simply arrives by email, so your team gets the summary even in your busiest month.
Also included
Each report reads the documents and entries already in your account, so answers are ready the moment you ask.
Every invoice raised in a period, with what's paid and what's outstanding.
What customers owe, grouped by days past the due date: Current, 1-30, 31-60, 61-90 and 91+.
Costs by date, vendor or category, drawn straight from what expense tracking recorded.
What came in over the period, grouped by the category it was booked to.
For businesses in India: GSTR-1, GSTR-3B and GSTR-9 figures and files, ready to review and file on the GST portal.
What you hold and what it's worth, in the same account as your invoices.
Email the Payables Aging, Age Debt, Expense, Income or Invoice report on the cycle you choose.
The P&L, balance sheet, cash flow, trial balance and general ledger open from the same Reports page, over the same ledger.
What you owe vendors as of any date, with credits applied and overdue bills grouped from Current to 91+ days.
Reports are scoped to the business profile you are in, so two companies never blur together.
Team members can pull the reports their role allows without asking you for a copy.
Reports come with your account, and each team member sees what their role allows.
Questions
Open the report you want, choose the income or expense category from the filter options, and generate it. The result covers that category alone for the dates you set, which is usually faster than reading a full list and adding up the lines yourself.
Reports download as a PDF that matches the report as you filtered it on screen, so a copy can be sent to an accountant, dropped into a presentation or filed for the tax year. Invoice Details adds PDF with Line Items, which lists each invoice's items, discounts and taxes under it. The accounting statements (P&L, Balance Sheet, Trial Balance, General Ledger) also download as Excel and CSV, the Cash Flow Statement as CSV and period comparisons as PDF or Excel. Print and Email Report sit in the same Export menu. Invoice Details, Expense, Income, Age Debt, Inventory Summary, Payables Aging and the India-only TDS Receivable report download as CSV.
Yes. Date range, category and report type work together rather than one at a time, so you can ask for a single expense category across one quarter and get exactly that. Narrowing the report before you download it saves editing afterwards.
It is built when you request it, from the records in the account at that moment, so the newest invoice, payment or expense is already included. Your figures are always current.
Invoices, aged debt, payables aging, income, expenses and an inventory summary, with GST Filing, TDS Receivable and TCS Collected for businesses in India, all on one Reports page. The Payables Aging, Age Debt, Expense, Income and Invoice reports can be scheduled. On the paid plans, the accounting module adds the profit and loss statement, balance sheet, trial balance, cash flow statement and the general ledger behind all of them, and Report Pack puts those five in one PDF behind an At a Glance cover.
Yes. Payables Aging shows what you owe each vendor as of a date you choose, with vendor credits applied and overdue bills grouped into Current, 1-30, 31-60, 61-90 and 91+ days. Download it as a PDF, as PDF with Bills and Credits or as CSV, and Schedule Payables Aging emails it on the dates you set. It is included on paid plans.
Use Search Reports on the Reports page. It matches report names and everyday terms such as income statement or accounts receivable, and Add to Favourites pins the reports you use most to the top of the page. Each person's favourites are their own, and team members see the reports their role allows.
Yes, for the Payables Aging, Age Debt, Expense, Income and Invoice reports. Scheduled reports go out by email with the PDF attached on the cycle you choose, so the monthly summary reaches you without anyone having to open the app. The accounting statements and Report Pack download as PDFs, or go out with Email Report, whenever you need them.
Yes. Ask the AI Assistant about unpaid invoices, spending or profit and loss using records from your selected business. You can also read supported reports from Claude, ChatGPT or another MCP app through AI Connections.
Every invoice, payment and expense you record is ready to report on. Pick the report, set the dates, narrow it if you need to and take the result with you.
