Financial Reports
There are numerous Client Invoice reports available, including Charge-Up Reports, unpaid and paid invoices, requested invoices, and a breakdown of Progress ...
Wed, 25 Sep, 2024 at 1:56 PM
Want an easy way to check what price you've paid for various items and the quantity or volume you've bought over a set period of time - to negotiate...
Wed, 21 Aug, 2024 at 9:59 AM
Cost to Complete Report For those with Branch level reporting. We have a new Cost to complete report in the Financial section of Branch Reporting. ...
Mon, 9 Sep, 2024 at 12:24 PM
The Quote Request Report captures all of your Quote Requests within the selected date range. This helps your team to keep track of incoming quotes and their...
Tue, 10 Sep, 2024 at 9:20 AM
The Purchase Order Report provides details for Purchase Orders within the selected date range. This report helps your team monitor the status of all your Pu...
Tue, 10 Sep, 2024 at 10:38 AM
The Bills Report is a list of your branch bills within your selected date range. This allows your team to search and filter all your bills in one place. ...
Tue, 10 Sep, 2024 at 11:18 AM
The Supplier Credit Note Report shows you all of your Supplier Credit Notes for your branch within the selected date range. This report helps your team in a...
Tue, 10 Sep, 2024 at 11:23 AM
The Branch Profitability Report allows you to view your businesses profitability within a selected date range. Summarising each of your projects financial...
Fri, 13 Sep, 2024 at 10:54 AM
The Projected Income Report provides you with a forward-looking view of potential income. This report details estimates and variations within the selected d...
Fri, 13 Sep, 2024 at 11:15 AM
The Branch Level Detailed Transaction report provides access to all financial transactions for your projects in one place, including quotes, purchase orders...
Wed, 25 Sep, 2024 at 2:15 PM