Reports

Party reports

Seven reports about the people you trade with, answering the two questions that matter: who owes you, and who is worth it.

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Collection and value

The first half of this set is about money owed: the ledger, the outstanding list, the statement you send, and the ageing that says how late each amount is. Those four run collection.

The second half is about worth: profit by party, and what each one buys. A customer who pays late but earns well is a different problem from one who pays on time and earns nothing, and only these reports tell them apart.

Working the party list

  1. 1Check outstanding

    Who owes, and how much.

  2. 2Age it

    How late each amount actually is.

  3. 3Send statements

    So both sides hold the same figures.

  4. 4Review profit

    Which accounts are worth the effort.

Inside Reports

Roughly 55 reports across sales, purchase, stock, parties, GST, expenses, staff and leads, each filterable by date and exportable as PDF or CSV. They read from the same records the rest of the app writes, so nothing has to be reconciled first.

Daily reports answer “what happened today”, monthly ones answer “what do I owe and who owes me”, and the GST set answers the return.

What it works with

The ledgers behind them.

Reports it feeds

Party-wise ledger · Party-wise outstanding · Parties statements · Receivable ageing · Party-wise profit and loss · Party-wise sales and purchase summary · Account seller

Every feature, by plan →

Questions people ask

Which report do I use to chase money?

Receivable ageing — it puts the oldest amounts first.

Can I send a customer their statement?

Yes, parties statements is built for exactly that.

Can I see which customers are profitable?

Yes, through party-wise profit and loss.

Know who owes you and who earns you

They are different lists, and the second one is the one nobody runs.