The following reports are organized according to the tab and the header under which they appear in the Index to Reports.
To view a sample of a report, along with a brief description of the report contents, click on the report's name in the list:
Accounts
Accounts List [Summary]
Accounts List [Detail]
Account Transactions
Account History
Balance Sheet
Balance Sheet
Balance Sheet [Spreadsheet]
Balance Sheet [Budget Spreadsheet]
Balance Sheet [Last Year Analysis]
Balance Sheet [Budget Analysis]
Profit & Loss
Profit & Loss Statement
Profit & Loss Statement [Spreadsheet]
Profit & Loss [Budget]
Profit & Loss [With Year to Date]
Profit & Loss [With Last Year]
Profit & Loss [% Sales Analysis]
Profit & Loss [Last Year Analysis]
Profit & Loss [Budget Analysis]
General Ledger Trial Balance
Summary Trial Balance
Detail Trial Balance
Currency
Currency List
Currency Realized Gain/Loss
Currency Unrealized Gain/Loss
Transaction Journals
General Journal
Jobs
Job Activity Summary
Job Activity Detail
Job Budget History
Job History
Job Transactions
Job Profit & Loss Statement
Job Reimbursable Expenses
Jobs [Budget Analysis]
Jobs List
Categories
Category Activity [Summary]
Category Activity [Detail]
Category Transactions
Category Profit & Loss Statement
Category Balance Sheet
Category Trial Balance [Summary]
Category Trial Balance [Detail]
Category History
Categories List
Session Audit Trail
Session Report
Recurring Transactions
General Journal Entries
Checks & Deposits
Bank Register
Bank Deposit
Undeposited Funds
Reconciliation Report
Cash Flow Analysis
Transaction Journals
Cash Disbursements Journal
Cash Receipts Journal
Recurring Transactions
Recurring Checks
Recurring Deposits
To Do List
To Do List - Recurring Transactions
Receivables
Aged Receivables [Summary]
Aged Receivables [Detail]
Receivables Reconciliation [Summary]
Receivables Reconciliation [Detail]
Item
Sales [Item Summary]
Sales [Item Detail]
Analyze Sales [Item]
Analyze Sales [Item - FY Comparison]
Analyze Sales [Item Spreadsheet]
Activity
Sales [Activity Summary]
Sales [Activity Detail]
Analyze Sales [Activity]
Analyze Sales [Activity - FY Comparison]
Analyze Sales [Activity Spreadsheet]
Customer
Sales [Customer Summary]
Sales [Customer Detail]
Sales History by Customer
Analyze Sales [Customer]
Analyze Sales [Customer - FY Comparison]
Analyze Sales [Customer Spreadsheet]
Customer Payments [Closed Invoices]
Customer Reimbursable Expenses
Salesperson
Sales [Salesperson Summary]
Sales [Salesperson Detail]
Sales History by Salesperson
Analyze Sales [Salesperson]
Analyze Sales [Salesperson - FY Comparison]
Analyze Sales [Salesperson Spreadsheet]
Customer Payments [Salesperson]
Sales Register
Sales Register [All Sales]
Sales Register [Closed Invoices]
Sales Register [Open Invoices and Orders]
Sales Register [Quotes]
Sales Register [Returns & Credits]
Recurring Sales Templates
Sales Tax
Sales Tax [Summary]
Sales Tax [Summary - Cash]
Sales Tax [Detail]
Sales Tax [Detail - Cash]
Tax Code List
Other Sales Reports
Invoice Transactions
Referral Source
Transaction Journals
Sales & Receivables Journal
To Do List
To Do List - Receivables
To Do List - Recurring Sales
To Do List - Orders to be Shipped & Received
Activity Log
Activity Log - Detail
Activity Log - Diary
Activity
Activity Slip [Activity Summary]
Activity Slip [Activity Detail]
Customer
Activity Slip [Customer Summary]
Activity Slip [Customer Detail]
Employee
Activity Slip [Employee Summary]
Activity Slip [Employee Detail]
Productivity
Hourly Productivity [Summary]
Hourly Productivity [Detail]
Other Time Billing Reports
Activities List
Rate Exceptions
Payables
Aged Payables [Summary]
Aged Payables [Detail]
Payables Reconciliation [Summary]
Payables Reconciliation [Detail]
Item
Purchases [Item Summary]
Purchases [Item Detail]
Analyze Purchases [Item Spreadsheet]
Vendor
Purchases [Vendor Summary]
Purchases [Vendor Detail]
Analyze Purchases [Vendor]
Analyze Purchases [Vendor FY Comparison]
Analyze Purchases [Vendor Spreadsheet]
Purchase Register
Purchases Register [All Purchases]
Purchases Register [Closed Bills]
Purchases Register [Open Bills and Orders]
Purchases Register [Quotes]
Purchases Register [Returns & Debits]
Recurring Purchase Templates
Payments
Vendor Payment History
Vendor Payments
Other Purchase Reports
Bill Transactions
Purchase History by Vendor
Transaction Journals
Purchases & Payables Journal
To Do List
To Do List - Payables
To Do List - Recurring Purchases
To Do List - Expiring Discounts
Payroll Categories
Payroll Category Transactions
Payroll Summary
Employees
Employee Payroll List
Payroll Activity [Summary]
Payroll Activity [Detail]
Payroll Register [Summary]
Payroll Register [Detail]
Payroll Earnings
Employer Accruals
Accrual Balance [Summary]
Accrual Balance [Detail]
Tax & Compliance
940 Report
941 Report
Tax Detail [Employee]
Tax Liabilities
Quarterly Tax Totals
Transaction Journals
Payroll Journal
Recurring Transactions
Recurring Paychecks
Items
Items List [Summary]
Items List [Detail]
Items Register [Detail]
Items Register [Summary]
Item Transactions
Inventory Value Reconciliation
Analyze Inventory [Summary]
Analyze Inventory [Detail]
Auto-Build Items
Inventory Count Sheet
Item Sales History
Pricing
Price List [Summary]
Price List [Detail]
Price Analysis
Transaction Journals
Inventory Journal
To Do List
To Do List - Items to Reorder or Build
Cards
Card File [Summary]
Card File [Detail]
Address List
Card Transactions
Contact Log
Identifiers
To Do List
To Do List - Overdue Contacts