Generating Accounting Reports

Business Manager allows you to generate the following types of accounting reports:

• The Balance Sheet Report is a summary of your assets, liabilities, and equity account balance.
• The Profit and Loss Report is a summary of your revenue, cogs, and expense account balance.
• The Accounts Receivable Aging Report shows what is owed to you and how long it has been owed.
• The Ranged Cash Flow Report shows you the change (and gives you small explanations of what they mean to your business) for a few important accounts.
• The Ranged Plan Revenue Report shows us the amount of revenue generated on a per plan basis for a given date range.
• The Daily Invoice Sheet is the list of invoices and their respective amounts and customers for a given day.
• The Ranged Daily Signup Report is a list of the customers that signed up in a particular date range, grouped by day, and totaled daily, and for the range. The revenue from their signup invoices is also included.

To generate a report:

1. Go to Business Monitoring > Accounting > Reports.
2. Click the type of report you need.
3. Choose a date range.
4. Click Generate.