Reports & statements

Executive summary

The Executive summary is the landing page of the Reports section. On a single screen it shows key financial indicators for the last 24 months, an outlook of invoice due dates and four charts of…

5 min read

Working with statements: filters, periods, hierarchy and export

The Income statement, Balance sheet and Cash flow statement share the same toolbar and the same table. Once you have learned to work with one statement, you know all three. This article covers…

6 min read

Receivables and payables

The Receivables and payables report shows all open (unpaid) documents of your company or group: what customers owe you, what you owe suppliers, and which payments have not yet been matched to an…

6 min read

Comments in static reports

Comments let you explain specific figures, share context or hold an internal discussion about the results directly in the report. You write them against values in a static report, that is a frozen…

4 min read

Creating a custom report

Use a custom report whenever the standard statements are not enough: you need a different row hierarchy, a different combination of values, or a comparison the predefined view does not offer. You…

7 min read