To view a sample of a report, along with a brief description of the report contents, click on the report’s name in the following list. (See Index to Reports Tabs for a list of these reports organized according to the tab and the header under which they appear in the Index to Reports.)940 Report
941 Report
Account History report
Account Transactions report
Accounts List [Detail] report
Accounts List [Summary] report
Accrual Balance [Detail] report
Accrual Balance [Summary] report
Activity Log - Detail report
Activity Log - Diary report
Activity Slip [Activity Detail] report
Activity Slip [Activity Summary] report
Activity Slip [Customer Detail] report
Activity Slip [Customer Summary] report
Activity Slip [Employee Detail] report
Activity Slip [Employee Summary] report
Activity Slip [Job Details] report
Activity Slip [Job Summary] report
Activities List report
Address List report
Aged Payables [Detail] report
Aged Payables [Summary] report
Aged Receivables [Detail] report
Aged Receivables [Summary] report
Analyze Inventory Detail report
Analyze Inventory Summary report
Analyze Purchases [Item Spreadsheet] report
Analyze Purchases [Vendor] report
Analyze Purchases [Vendor FY Comparison] report
Analyze Purchases [Vendor Spreadsheet] report
Analyze Sales [Activity] report
Analyze Sales [Activity - FY Comparison] report
Analyze Sales [Activity Spreadsheet] report
Analyze Sales [Customer] report
Analyze Sales [Customer - FY Comparison] report
Analyze Sales [Customer Spreadsheet] report
Analyze Sales [Item] report
Analyze Sales [Item - FY Comparison] report
Analyze Sales [Item Spreadsheet] report
Analyze Sales [Salesperson] report
Analyze Sales [Salesperson - FY Comparison] report
Analyze Sales [Salesperson Spreadsheet] report
Assigned Tags reportAudit Trail report
Auto-Build report
Balance Sheet [Spreadsheet] report
Balance Sheet [Budget Analysis] report
Balance Sheet [Budget Spreadsheet] report
Balance Sheet [Last Year Analysis] report
Balance Sheet [Budget Spreadsheet] report
Bank Deposit reportBank Register report
Card List [Detail] report
Card List [Summary] report
Card Transactions report
Cash Disbursements Journal report
Cash Flow Analysis report
Cash Receipts Journal report
Categories List report
Category Activity [Detail] report
Category Activity [Summary] report
Category Balance Sheet report
Category History report
Category Profit & LossStatement report
Category Transactions report
Category Trial Balance [Detail] reportCategory Trial Balance [Summary] reportReminder Log report
Currencies List reportCurrency Realized Gain/Loss reportCurrency Unrealized Gain/Loss reportCustomer Ledger report
Customer Payments [Closed Invoices] report
Customer Payments [Salesperson] report
Customer Reimbursable Expenses report
Deposit Transactions report
Detail Trial Balance reportEmployee Payroll List report
Future Dated Transactions report
General Journal report
Hourly Productivity [Detail] report
Hourly Productivity [Summary] report
Identifiers report
Inventory Count Sheet
Reports List
Inventory Value Reconciliation report
Inventory Value Reconciliation Exceptions report
Invoice Transactions report
Item Movement reportItem Sales History reportItem Transactions report
Items List Detail report
Items List Summary report
Items Location Summary reportItems Register Detail report
Items Register Summary report
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Job Activity Summary report
Job Budget History report
Job Exceptions [Cash Transactions] report
Job Exceptions [Invoice Transactions] report
Job History report
Job Statement report
Job Reimbursable Expenses report
Job Transactions report
Jobs [Budget Analysis] report
Job Exceptions [Cash Transactions] report
Liabilities Payment Register Detail report
Linked Accounts report
Locations List reportPayables Reconciliation [Detail]
Payables Reconciliation [Summary] report
Payables Reconciliation Exceptions report
Reports ListPayroll Activity [Detail] reportPayroll Activity [Summary] reportPayroll Category Transactions report
Payroll Earnings reportPayroll Journal reportPayroll Liabilities by Category reportPayroll Liabilities Reconciliation Exceptions reportRecurring Pay Details reportPayroll Register [Detail] reportPayroll Register [Summary] reportPayroll Summary report (Payroll Categories)Prepaid Transactions report
Price Analysis report
Price Detail reportPrice List Summary reportProfit & Loss [Budget] reportProfit & Loss [Budget Analysis] reportProfit & Loss [Last Year Analysis] reportProfit & Loss Statement reportProfit & Loss Statement [Spreadsheet] reportProfit & Loss [With Last Year] reportProfit & Loss [With Year to Date] reportProfit & Loss [% Sales Analysis] reportPurchases & Payables Journal report
Purchase History by Vendor report
Purchases [Item Detail] report
Purchases [Item Summary] report
Purchases [Vendor Detail] report
Purchases [Vendor Summary] report
Purchases Register [All Purchases] report
Purchases Register [Closed Bills] report
Purchases Register [Open Bills and Orders] report
Purchases Register [Quotes] report
Purchases Register [Returns & Debits] report
Quarterly Tax Totals report
Rate Exceptions report
Receivables Reconciliation [Detail] report
Receivables Reconciliation [Summary] report
Receivables Reconciliation Exceptions report
Receivables with Tax reportReconciliation Report (Checks & Deposits)
Recurring Checks report
Recurring Deposits report
Recurring General Journal Entries report
Recurring Purchase Transactions report
Recurring Sales Transactions report
Recurring Transactions List report
Recurring Transfer Money Entries report
Referral Source reportSales [Activity Detail] report
Sales [Activity Summary] report
Sales [Customer Detail] report
Sales [Customer Summary] report
Sales [Item Detail] report
Sales [Item Summary] report
Sales [Salesperson Detail] report
Sales [Salesperson Summary] report
Sales & Receivables Journal report
Sales History by Customer report
Sales History by Salesperson report
Sales Register [All Sales] report
Sales Register [Closed Invoices] report
Sales Register [Open Invoices and Orders] report
Sales Register [Quotes] report
Sales Register [Returns & Credits] report
Sales Tax [Detail] report
Sales Tax [Detail - Cash] report
Sales Tax [Summary] report
SalesTax [Summary - Cash] report
Session Report
Statement of Cash Flow report
Summary Trial Balance reportTax Amount Variance reportTax Code List reportTax Detail [Employee] report
Tax Liabilities report
Timesheets report
To Do List - Expiring Discounts report
To Do List - Items to Reorder or Build report
To Do List - Orders to be Shipped/Received
To Do List - Overdue Contacts report
To Do List - Payables report
To Do List - Receivables report
To Do List - Recurring Banking Transactions report
To Do List - Recurring Purchases report
To Do List - Recurring Sales report
Undeposited Funds report
Unprocessed Activity Slips report
Unprocessed Electronic Payments reportUnprocessed Timesheets reportVendor Ledger report
Vendor Payments report
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