REPORT NAME | SIMPLE START | ESSENTIALS | PLUS |
---|---|---|---|
BUSINESS OVERVIEW | |||
Audit Log | X | X | X |
Balance Sheet | X | X | X |
Balance Sheet Comparison | X | X | X |
Balance Sheet Detail | X | X | X |
Balance Sheet Summary | X | X | |
Budget Overview | X | ||
Budget vs. Accruals | X | ||
Company Snapshot | X | X | |
Profit and Loss | X | X | X |
Profit and Loss Detail | X | X | |
Profit and Loss by Class | X | ||
Profit and Loss by Location | X | ||
Profit and Loss by Customer | X | X | X |
Profit and Loss by Month | X | X | X |
Profit and Loss by % of Total Income | X | X | X |
Profit and Loss Comparison | X | X | X |
Profit and Loss YTD Comparison | X | X | X |
Quarterly Profit and Loss Summary | X | X | X |
Realized Exchange Gains & Losses | X | X | |
Statement of Cash Flows | X | X | X |
Unrealized Exchange Gains & Losses | X | X | |
REVIEW SALES | |||
Customer Contact List | X | X | X |
Deposit Detail | X | X | X |
Estimates by Customer | X | X | X |
Income by Customer Summary | X | X | |
Payment Method List | X | X | |
Product/Service List | X | X | X |
Sales by Class Detail | X | X | |
Sales by Class Summary | X | X | |
Sales by Customer Summary | X | X | X |
Sales by Customer Detail | X | X | |
Sales by Location Detail | X | ||
Sales by Location Summary | X | ||
Sales by Product/Service Summary | X | X | X |
Sales by Product/Service Detail | X | X | |
Terms List | X | X | |
Time Activities by Customer Detail | X | ||
Transaction List by Customer | X | X | |
Unbilled Time | X | ||
Unbilled Charges | X | X | |
MANAGE ACCOUNTS RECEIVABLE | |||
A/R Aging Detail | X | X | |
A/R Aging Summary | X | X | X |
Collections Report | X | X | X |
Customer Balance Detail | X | X | |
Customer Balance Summary | X | X | X |
Invoice List | X | X | X |
Open Invoices | X | X | X |
Statement List | X | X | X |
MANAGE ACCOUNTS PAYABLE | |||
A/P Aging Detail | X | X | |
A/P Aging Summary | X | X | |
Bill Payments List | X | X | |
Unpaid Bills | X | X | |
Vendor Balance Detail | X | X | |
Vendor Balance Summary | X | X | |
REVIEW EXPENSES AND PURCHASES | |||
Check Detail | X | X | X |
Expenses by Vendor Summary | X | X | |
Open Purchase Order List | X | ||
Purchases by Class Detail | X | ||
Purchases by Location Detail | X | ||
Purchases by Product/Service Detail | X | ||
Purchases by Vendor Detail | X | ||
Transaction List by Vendor | X | X | X |
Vendor Contact List | X | X | X |
MANAGE SALES TAX | |||
Sales Tax Liability Report | X | X | X |
Taxable Sales Detail | X | X | |
Taxable Sales Summary | X | X | X |
ACCOUNTANT REPORTS | |||
Account List | X | X | X |
Balance Sheet | X | X | X |
Class List | X | ||
General Ledger | X | X | X |
Journal | X | X | X |
Location List | X | ||
Profit and Loss | X | X | X |
Recent Automatic Transactions | X | X | |
Recent Transactions | X | X | X |
Reconciliation ReportS | X | X | X |
Recurring Template List | X | X | |
Scorecard | X | X | |
Statement of Cash Flow | X | X | X |
Transaction Detail by Account | X | X | |
Transaction List by Date | X | X | X |
Transaction List with Splits | X | X | |
Trial Balance | X | X | X |
MANAGE PAYROLL | |||
Employee Details | X | X | X |
Employee Directory | X | X | X |
Multiple Worksites | X | X | X |
Paycheck List | X | X | X |
Payroll Billing Summary | X | X | X |
Payroll Deductions/Contributions | X | X | X |
Payroll Details | X | X | X |
Payroll Summary | X | X | X |
Payroll Tax and Wage Summary | X | X | X |
Payroll Tax Liability | X | X | X |
Payroll Tax Payments | X | X | X |
Recent/Edited Time Activities | X | ||
Retirement Plans | X | X | X |
Time Activities by Employee Detail | X | ||
Total Pay | X | X | X |
Total Payroll Cost | X | X | X |
Vacation and Sick Leave | X | X | X |
Workers’ Compensation | X | X | X |
MANAGE PRODUCTS AND INVENTORY | |||
Inventory Valuation Detail | X | ||
Inventory Valuation Summary | X | ||
Purchases by Product/Service Detail | X | ||
Product/Service List | X | ||
Sales by Product/Service Detail | X | ||
Sales by Product/Service Summary | X | ||
MISCELLANEOUS ACTIVITIES | |||
Auto Send Reports | X | X | |
Customize Reports | X | X | X |
Group Reports | X | X | |
Management Reports/Compilations | X | X | X |
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