Reports

How to track net income/loss of a Project with tag-wise reports?
Tag-wise reports help you easily track and understand how much money you're making or losing on different projects by organizing income and expenses wit...
Sat, 13 Apr, 2024 at 6:20 PM
How to track product-wise profitability?
 Here's a step-by-step video guide on how to track product-wise profitability of your inventory items: With our new product-wise P&L...
Fri, 30 Aug, 2024 at 5:38 PM
How to view & download the client statement and vendor statement? (SOA)
Client/vendor statements give you a complete overview of all your transactions with a particular client or vendor. Let’s see how to view, configure, and do...
Thu, 5 Jun, 2025 at 12:47 PM
How to check the client-wise product report?
If you want to the list of clients who have purchased a particular product from you, you can do that with the Line Item Reports. Let's see how, Fir...
Mon, 14 Apr, 2025 at 6:02 PM
How to view audit trails?
If you want to see who made what changes to your accounting documents, you can do so easily with audit trails.  Audit trails help you view - Wh...
Mon, 14 Apr, 2025 at 6:05 PM
How to View & Download Trial Balance Reports?
To view your Trial Balance Report, go to Sidebar > Accounting > Accounting Reports > Advanced Accounting Reports > Trial Balance: On th...
Mon, 9 Jun, 2025 at 12:45 PM