Find the report you need

Choose between aging, revenue, cash movement, and cancellation reports.

Step by step

1. 1

   Open Aging Report to review outstanding invoices by aging bucket.

2. 2

   Use Revenue Report to review revenue over your selected period and grouping.

3. 3

   Use Receipt Report for money received and Payment Report for money paid. Filter by counterparty, method, date, or search text.

4. 4

   Use Cancelled Report to review cancelled invoices by date if you are a company owner or admin.

5. 5

   Review the period and filters before interpreting a report. Reports automatically use your signed-in company.