Reports and dashboards
Every figure in your books ends up here, from a headline dashboard to the individual ledger lines behind it. Start with the Overview dashboard for the big picture, then drill into the reports when you need the detail.
The menu groups them: Financial statements, Ledger, Debtors & creditors, and People - the payroll reports and the statutory documents your employees are owed.
The Overview dashboard
Financial reports
Profit and loss
Your income, costs, and profit for any period
Cash Basis Profit & Loss
Your P&L restated on the cash basis, line by line
Balance sheet
What the business owns and owes, as at a date
Trial balance
Every account balance, with drill-down to transactions
Final accounts
Statutory-style accounts, exportable as a PDF
Digging into the numbers
Account transactions
Every entry in one account, traced to its source
Foreign currency and FX
How currency conversion and FX gains show in reports
Aged debtors and creditors
Who owes you, who you owe, and how late it is
Audit trail
Who changed what, when, across your whole organisation
Salary report
What a payslip owed, what the bank paid, what is left