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Answers from your books, whenever you ask.

Pick from reports across financials, receivables, payables, sales, purchases, inventory, GST and banking, or build, export and schedule your own.

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  • Financial statements
  • Report builder
  • Scheduled reports
Features

What you can do with Financial Reports.

Financial statements, receivables, payables, GST and a custom report builder.

01

Financial statements

Trial balance, balance sheet, profit and loss, cash flow, ledger and business snapshot.

02

Receivables & payables

AR and AP aging summaries, customer and vendor balances, receivable and payable details, and a bills register.

03

Sales & purchases

By customer, vendor and item, with invoice summaries and sales and purchase registers.

04

Inventory, GST & banking

Stock and valuation, GST summaries and rate analysis, bank summary and cash register.

05

Report builder

Choose columns and filters to build a custom report, then run, export and schedule it.

06

Dashboard

Revenue, gross profit, AR and AP outstanding, cash and bank, a revenue chart and recent activity.

Why it matters

Month-end without the spreadsheets.

Everyday reports are ready from your posted books, so your team spends its time understanding the numbers rather than assembling them.

  • Business snapshot for owners and managers
  • AR and AP aging to manage cash flow
  • GST summaries beside your accounts
  • Custom reports with columns and filters
How it works

Financial Reports, step by step.

  1. 1

    Pick a report

    Choose from the report library.

  2. 2

    Filter

    Narrow it to the period you need.

  3. 3

    Export

    Take the report out to share it.

  4. 4

    Schedule

    Set up custom reports to run on schedule.

FAQ

Financial Reports questions, answered.

Which financial statements are included?

Trial balance, balance sheet, profit and loss, and cash flow, along with ledger reports and a business snapshot.

Can we build our own reports?

Yes. The report builder lets you choose columns and filters, then run, export and schedule the report.

Can we export reports?

Yes. Reports can be viewed, filtered and exported.

More in Ledger

Explore other Ledger modules.

Sales, purchases, payments and bank entries post to one general ledger, so every module works from the same books.

General Ledger & JournalsChart of accounts, double-entry journals, recurring and reversing entries. Banking & ReconciliationBank accounts, receipts and payments, corporate cards and reconciliation. Sales & InvoicingEstimates, proforma and retainer invoices, sales orders, invoices and receipts. Purchases & BillsVendors, requisitions, purchase orders, goods receipts, bills and debit notes. Vendor Payments & Payment RunsVendor payments and batch NEFT/RTGS runs with approvals. Expense ManagementEmployee claims, recurring expenses, policies and expense reports. InventoryItems, stock movements, weighted-average cost and valuation reports. GST & e-InvoicingGSTR-1, 2, 3B, 9 and 9C, input tax credit and e-invoice IRN generation. Budgets & VarianceBudget heads linked to ledger accounts, with budget against actual variance. Settings & ControlsUsers and roles, approvals, currencies, number series, API and activity log.

See Financial Reports in action.

Book a free Ledger demo and we will walk you through financial reports using scenarios from your business.

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