Reports and dashboards

Profit and loss, balance sheet, trial balance and the dashboards that summarise them.

Reports on every plan

• Profit and loss
• Balance sheet
• Trial balance

Open them from Reports. A report menu stays at the top as you scroll. If your books are not in AED, reports show your books currency with an AED column beside it.

Reports centre

The Pro plan and above add the reports centre, including comparative reporting with a quarter-by-quarter table, projects and budgets, and fixed assets. Advance adds the cash forecast and FX revaluation.

Dashboards

Home gives the day-to-day view. Under Finance desk you can choose other dashboard styles. The Answer Board shows four plain answers: Safe to spend today, Customers owe you, You pay this week and Next tax due, with a cash chart and up to three items that need you.