Finance: Reports & Statistics

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Report printing

The reporting functions in the main Finance section offer a plain chronological listing of your financial items as well as an evaluation grouped by VAT/GST rates (important for calculating periodical VAT tax load).

 
Procedure

call the items you want to evaluate
from  Client invoices  or  Translator invoices   select:

 Reports   ..by invoice date  or ..by payment date  .

You will be directed to the print layout.

adapt the report title
choose between a simple print, displaying only a grand summary in the footer area, and an evaluation by VAT/GST rate. You will find this options indicated in the tooltip of the two Print icons.

 

Revenue vs Expenditures: Balances (gross, net, VAT/GST)

In the client invoices section the  Periodical summary  menu gives you an overview of balances for the selected period.

select a period
open the menu and click on the Arrow icon to run the calculation