Reports Tab

Easily access the data you need to make informed decisions.

7 articles in this collection
Written by Samantha Postlethwaite

Find a Report

Our reports provide reliable insight into all aspects of your organization's operations so you can make informed, strategic decisions.

Written by Samantha Postlethwaite
Updated over a week ago

How Revenue is Deferred and Recognized in SmartRec

Learn how SmartRec defers revenue for each occurrence type on an accrual basis.

Written by Samantha Postlethwaite
Updated over a week ago

The Journal Entries Page

Learn how to read and search for journal entries (for accrual accounting).

Written by Samantha Postlethwaite
Updated over a week ago

Journal Entry Scenarios

View examples of journal entries based on what is invoiced; and when revenue is recognized immediately or deferred.

Written by Samantha Postlethwaite
Updated over a week ago

SmartRec API

Written by Samantha Postlethwaite
Updated over a week ago

Details about specific reports

Payment by Item Report

This customizable report shows how payments and refunds were applied to invoices and credit memos.

Written by Samantha Postlethwaite
Updated over a week ago

Accounts Receivable & Account with Credit Reports

Both reports offer a snapshot of overall client balances as of the selected date.

Written by Samantha Postlethwaite
Updated over a week ago