Reports

Generate comprehensive financial and project reports to track your business performance.

Financial Reports

View account balances, general ledger entries, and financial statements.

General Ledger
Detailed view of all account transactions
Trial Balance
Summary of account balances
Income Statement
Revenue, expenses, and net income
Balance Sheet
Assets, liabilities, and equity overview
12 Month Trailing Report
Rolling 12-month income statement by period
Vendor Payments
Summary of payments made to vendors by date range

Project Reports

Track financial performance by project and analyze project-specific costs.

Project Trial Balance
Trial Balance entries filtered by project
Labor
Labor costs by person, project, and date range
Project Report
Cost and billing breakdown by project and task
Reimbursable Report
Reimbursable expenses by person, grouped with pending and reimbursed totals