Balance sheet
Run single or multi-column balance sheets by day, week, month, quarter or year, with change columns.
Step-by-step lesson in the AcademyReports guides
Financial statements, ledgers and operational reports.
Income statement
Run profit and loss, filtered by location or special category.
Step-by-step lesson in the AcademyIncome statement comparison
Compare locations or categories in side-by-side columns.
Step-by-step lesson in the AcademyCash flow
See cash in and out by operating, investing and financing activity.
Step-by-step lesson in the AcademyTrial balance
Check that debits equal credits for any date range.
Step-by-step lesson in the AcademyGeneral ledger
Review and export the general ledger and sub-ledgers in three Excel layouts.
Step-by-step lesson in the AcademyHistorical balance sheets
Keep and compare prior-year balance sheets from before your books started.
Step-by-step lesson in the AcademyWorking capital
Measure current assets against current liabilities.
Step-by-step lesson in the AcademyWorking capital to total assets
Compare working capital with total assets.
Step-by-step lesson in the AcademyCustomer statement
Produce a statement of activity for a customer.
Step-by-step lesson in the AcademyTry it in your own books.
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