Accounting
Shipments
This report will help you shipment information based on Shipping Name and Order Status. The report will auto populate with preset filters. To change these you will click 'Advanced Filters' in the upper right. Access the report by doing the following: ...
Sales Order Payment Transactions (Company)
This report will help you find further financial information about your transactions by company. The report will auto populate with preset filters. To change this you will click 'Advanced Filters' in the upper right. Access the report by doing the ...
Sales Order Payment Transactions (Customer)
This report will help you find further financial information about your transactions by customer. The report will auto populate with preset filters. To change this you will click 'Advanced Filters' in the upper right. Access the report by doing the ...
Transactions Report (Credit-Only)
This report will help you find further financial information about your transactions. The report will auto populate with preset filters. To change this you will click 'Advanced Filters' in the upper right. Access the report by doing the following: ...
Transactions
This report will help you find further financial information about your transactions. The report will auto populate with preset filters. To change these you will click 'Advanced Filters' in the upper right. Access the report by doing the following: ...
Profit - Loss Report
This report will help you find your Gross Profits expressed in a positive (profit), or negative (loss) number. The report will auto populate with preset filters. To change these you will click 'Advanced Filters' in the upper right. Access the report ...
Orders By Shipping Method
This report will help you find Order information by how it was shipped. The report will auto populate with preset filters. To change these you will click 'Advanced Filters' in the upper right. Access the report by doing the following: ...
Tax Report
Assuming you aren't using a tax software, this report will allow you to find Tax information in a specified state across statuses to better understand your finances. The report will auto populate with preset filters for the date range being the ...
Outgoing Checks
This report will allow you to find Outgoing Checks a specified time frame across statuses and vendors to better understand your finances. The report will auto populate with preset filters for the date range being the current month to date. You may ...
Accounts Payable
This report will show you your Accounts Payable broken down by various options. It will display a section to to filter, and view the results. Run the report by completing the following steps: Click Reports. Click Accounting Reports. Click Accounts ...
Accounts Receivable
This report will show you your Accounts Receivable broken down. It will display a section to to filter, export your report, as well as quickly preview the data. Run the report by completing the following steps: Click Reports. Click Accounting ...