Generate an Expense Report To generate an Expense Report that has a list of expenses by date range and category, click the “Reports” tab....
Generate an Invoiced Items/Services Report To generate an Invoiced Items/Services report that shows any invoice that had a specific item or service on it and...
Generate a Revenue by Customer Report If you want to generate a Revenue by Customer Report, click the “Reports” tab. Click “Revenue by Customer“ Next, select...
Generate a Revenue Forecast If you want to generate a Revenue Forecast that shows revenue by customer and can be filtered by customer/ timeframe...
Generate a Revenue by Crew Report To generate a Revenue by Crew report that shows total revenue by crews for any time frame either billed or...
Generate a Revenue by City Report To generate a Revenue by City Report that shows total revenue by the city for any time frame and either...
Generate a Revenue by County Report To generate a Revenue by County report that shows total revenue by county for any time frame and either billed...
Generate a Sales Tax Report To generate a Sales Tax Report that shows sales tax based on billed, outstanding or collected, click the “Reports” tab....
Generate an Accounts Receivable Aging Report To generate an Accounts Receivable Aging Report that shows unpaid invoices for the last 30, 60, 90 and 90+ days,...
Generate a Profit and Loss Report To generate a Profit and Loss report that shows profit and loss for any given date range either billed or...