Financial reports

Financial reports

What reports can I run?

There are lots of reports - Sales, Purchases, Service charges, VAT/Tax (if registered), quarterly accounts, boilers due for a service, and lots more.

Can my bookkeeper have access to these reports?

Yes, you can setup your bookkeeper at no cost. As a user and they will be able to access all of the figures they require (assuming you have inputted them in the first place).



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    • How run Your Reports

      Run your reports from any device Goto the 3 lines top right and the select Your reports then select a report and the date range. The report will be mailed to your Email address. Report types Sales - A CSV of all of your sales ready for your ...

    • How to get started - Part 2

      Once you have completed part 1 which enables you to start adding contacts, it is worth doing part 2. Payment methods If you get paid in other ways you can enter here so your bookkeeper knows how invoices were paid. Credit and Debit cards - only ...

    • How to add a new user

      Only available for the web version. Press the three lines top right then select Users. Different user types Primary user - this will be the person who set up the account. Has full access Field user - Chargeable - Will have their own calendar only be ...