Reports: the truth about everything financial.

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8 articles in this collection
Written by Gabrielle P

Actuals Report

We have a report to illustrate the breakdown of your actual costs in production based on the receipts you entered in the production window.
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Written by Gabrielle P
Updated over a week ago

Dates on the Report

Reports operate under the accrual method. That means that the invoices that are queried when a report is made are the ones that were issued.
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Written by Gabrielle P
Updated over a week ago

Accounts Receivable Report

AR Report shows you the number of outstanding invoices and their value within a certain date range, sorted by specified personalities.
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Written by Gabrielle P
Updated over a week ago

Invoices/Tax Report

The Invoices/Tax Report (formally known as the Sales Tax Liability Report) is a summary of the sales tax information.
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Written by Gabrielle P
Updated over a week ago

Won/Lost Report

You can tag jobs as won or lost and generate a Won/Lost Report, giving an overview by personality of all the jobs that were won and lost.
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Written by Gabrielle P
Updated over a week ago

Profit and Loss Report

P&L Report looks at amount invoiced vs total of receipts. If you don't enter receipts, it looks at Fees and markups vs production expenses.
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Written by Gabrielle P
Updated over a week ago

Budget vs. Actuals Report

BvA Report will show you a comparison between budget and actuals when utilizing the production module and tracking/inputting your receipts.
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Written by Gabrielle P
Updated over a week ago

What Types of Quickbooks Are Supported?

To sync Quickbooks, go to Settings > Quickbooks Online > Connect to Quickbooks. You can transfer an individual job or a whole batch of jobs.
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Written by Gabrielle P
Updated over a week ago