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Category : Reports

Invoice Report:

What is an invoice report? These reports shows all of your recent invoices and their status Features of invoice report? You can look up these reports by year, client name, invoice status. You have the capabilities to export data into any CSV format.

Expense Report:

What is an Expense Report? It’s a report that shows you all of your expenses currently, monthly, quarterly, yearly. You may look up the report by client, supplier, or staff member Features of Expense Report? The ability to look up by certain date, by client/company You have the capabilities to export the data into any

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Aging Report:

What is an aging report? This report shows shows all of your current company/client and the amount of billing owed. It lists in three categories which include, 0-30 days, 31-60 days, 61-90 days, and over 90 days. Features of Aging Report? You can sort by the period you want the billing cycle to end You

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Lead Report:

What is a Lead Report? Its a report created to show you how many leads were created and by whom. This is an excellent way to see the status of a lead. Features of Lead Report? You can look up leads during a certain time frame or date You can also search by the lead

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Tax Report:

What is a Tax Summary Report? Its a report that is collect from the time specified that gives you the total amount of taxes that have been charged with the invoices that have been sent out. Also it lists the names of the taxes, as well as the amount of money that the taxes are

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