Reports and accounts
The day's accounts
Sales, expenses, cash flow and profit, on the home screen. Profit on real cost (FIFO), not an estimate.
- Today's sales, profit and expenses
- Cash, bank and mobile banking, each separately
- Close the day by counting cash against the figure
What sells and what sits
Which products moved, which have sat for months, which customers buy most. The numbers are for deciding, not for display.
How old the debt is
Which dues are 30 days old and which are 90, split out. Which to chase first is visible from the list.
Questions
- Can reports be sent as PDF?
- Yes. Statements and reports export as PDFs and can go out on WhatsApp.
- Do reports work offline?
- Yes. They are worked out on your device, not on the server.