MOBILE APP ONLY
Select More from the bottom bar
Click on Reports
(or click on Reports in the Overview)
Inventory reports are available with our Inventory, Orders & Store app.
Learn more about Inventory reports.
You can get an overview of
Invoices (incl. credit notes) - paid and unpaid
Clients (top invoices clients)
Products and Services (top invoiced products or services)
Expenses
You can select
time-frame (This year, Last year, This month, Last month, Lifetime)
note: This year and Last year display your fiscal year.
Q1-Q4 display a calendar year.
Payment status - paid or unpaid
Invoices by client
Clients by invoiced amount and number of invoices
Products and services by invoiced amount
Expenses by catagories and clients/vendors
Export - monthly/quarterly data
In the Invoices section select a time-frame, payment status and client.
Select By month or By quarter
In the Months or Quarters section click on the period you want to export
You'll receive an email with an export