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Reporting

Reporting categories: Financials, AP, Deposits, General, Application

Open Reporting in a client. Reports are grouped in the menu. Items with a working generator:

Financials

Section titled “Financials”
  • Income Statement
  • Balance Sheet
  • Ledger
  • Trial Balance
  • Chart of Accounts
  • Bank Reconciliation Summary (needs a statement ending balance)

Accounts payable

Section titled “Accounts payable”
  • Invoices
  • Invoice History
  • Vendors

Deposits

Section titled “Deposits”
  • Deposit History

General

Section titled “General”
  • Journals

Pick a report, set the period (cash or accrual where offered), then generate. Print is available. CSV / PDF export is gated by the Export Data permission.

Section titled “Menu items not live yet”

The same menu still lists names such as Schedules, Multi Client Financials, Liquidity, Cashflow, Stop Pay, Commissions, AR Aging, Transfer Funds, Budgets, Report Automation, Delegation, Client Status, and Administrative. Those labels are placeholders — they will not generate a report yet.