Financial reports

Financial reports

What reports can I run?

There are lots of reports - Sales, Purchases, Service charges, VAT/Tax (if registered), quarterly accounts, horse names due for shoeing, and lots more.

Can my bookkeeper have access to these reports?

Yes, you can setup your bookkeeper at no cost as a user and they will be able to access all of the figures they require (assuming you have inputted them in the first place).

Link to one of our How to videos:

    • Related Articles

    • How to run your reports

      Run your reports from any device Goto the 3 lines top right select Your Reports then select a report and the date range. The report will be mailed to your Email address. Report types Sales - A CSV of all of your sales ready for your bookkeeper or for ...

    • How to add a new user

      Only available for the web version. Select the 3 bars top right then Users. Different user types Primary user - this will be the person who set up the account. Has full access. Field user - Chargeable - Will have their own calendar only be able to ...

    • How to get started - part 2

      Once you have completed part 1 which enables you to start adding contacts, it is worth doing part 2. Payment methods If you get paid in other ways you can enter here so your bookkeeper knows how invoices were paid. Credit and Debit cards - only ...