Generate invoice, expense, income and aged-debt views from the records in your account. Use the filters and visible totals as operational evidence, and review source completeness and any report-layer differences before treating a result as accounting, tax or statutory output.
What is inside
Reporting sits over the records the account already holds. Pick the type, set the window, add a filter if the question is narrower, then read the result or take it away.
Different questions, different reports
Invoices, aged debt, income, expenses, GST filing and an inventory summary each have their own report. 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 has to go on the next return.
A report is built at the moment you ask for it, from the records sitting in the account right then. An invoice paid an hour ago is already counted, so there is no refresh to run and no doubt about whether the number in front of you is this week's or last month's.
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 the answer you were actually after.
Out of the app, into the meeting
Reports come out in the formats people already work in, which matters when one is heading to an accountant, into a board pack, or into the folder you keep for the tax year. Nothing has to be copied off a screen and retyped.
A report can also be scheduled, so the one you check every Monday is sent by email rather than remembered. It keeps the people who only need the summary out of the app, and it means a monthly figure still reaches you in a busy month.
Also included
Each report reads the documents and entries already in the account, so nothing has to be assembled before a question can be answered.
Every invoice raised in a period, with what has been paid and what has not.
How long each unpaid invoice has been sitting there, grouped by how old it is.
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.
The figures a GST return needs, taken from the GST-enabled invoices you sent.
What you hold and what it is worth, without running a separate stock tool.
Set a report to go out by email weekly or monthly and stop running it by hand.
The P&L, balance sheet and trial balance sit next to the reports, over the same ledger.
Combine a date range, a category and a report type in a single pass.
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.
Report access follows the current plan, permissions and active business context.
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 come out in the commonly used file formats, so a copy can be sent to an accountant, dropped into a presentation or filed for the tax year. What you download matches the report as you filtered it on screen.
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. There is no overnight batch and no separate sync to wait for before the figures are right.
Invoices, aged debt, income, expenses, GST filing and an inventory summary, plus scheduled versions of them. The accounting module adds the profit and loss statement, balance sheet, trial balance, cash flow statement and the general ledger behind all of them.
Yes. Scheduled reports go out by email on the cycle you choose, so the monthly summary reaches you whether or not anyone remembers to open the app. It suits the reports you want to see regularly rather than the one-off questions.
Every invoice, payment and expense you record is already reportable. Pick the report, set the dates, narrow it if you need to, and take the result with you.
