To generate a Profit and Loss report that shows profit and loss for any given date range either billed or collected, click the “Reports” tab. Then click “Profit and Loss“ Select the date range you want to be shown on the report (Note: It shows the current year to date…

To generate an Accounts Receivable Aging Report that shows unpaid invoices for the last 30, 60, 90 and 90+ days, click the “Reports” tab. Then click “Accounts Receivable Aging Report“ You can export an Excel file, CSV file, or print the report.

To generate a Sales Tax Report that shows sales tax based on billed, outstanding or collected, click the “Reports” tab. Then click “Sales Tax Report” Select the date range and billing type you want to show on the report. (Note: It shows the current year to date by default) You…

To generate a Revenue by County report that shows total revenue by county for any time frame and either billed or collected, click the “Reports” tab. Then click “Revenue by County” Select the date range and billing type you want on the report (note: by default, it shows the current…

To generate a Revenue by City Report that shows total revenue by the city for any time frame and either billed or collected, click the “Reports” tab. Then click “Revenue by City” Next, select the date range and billing type you want to be shown on the report. (note: by…

To generate a Revenue by Crew report that shows total revenue by crews for any time frame either billed or collected, click the “Reports” tab. Then click “Revenue by Crew“ Choose the date range, crew, and billing type you want on the report. (Note: by default, it shows the current…

If you want to generate a Revenue Forecast that shows revenue by customer and can be filtered by customer/ timeframe and billing type, click the “Reports” tab. Then click “Revenue Forecast“ Next, select the date range, customers, crew, and service you want on the report. (Note: It shows the current…

If you want to generate a Revenue by Customer Report, click the “Reports” tab. Click “Revenue by Customer“ Next, select the date range, customers, and billing type you want on the report. (Note: It shows the current year to date by default) Then you can export an Excel file,  CSV…

To generate an Invoiced Items/Services report that shows any invoice that had a specific item or service on it and can be defined by item / service and or timeframe, click the “Reports” tab. Then click “Invoiced Items and Services“ Next, select the date range, category, and or items/services you…

To generate an Expense Report that has a list of expenses by date range and category, click the “Reports” tab. Then click “Expenses“ Next, select the date range and category you would like to show on the report. (Note: It shows the current year to date as default) You can…