Accounting Reports

Overview

This section will go over some commonly asked questions regarding accounting reports.

Table of Contents

Payments Received Report

You can run a "Payment" report to see payments received by date range, location, customer, invoice, payment type, and payment amount. If you're using a third-party accounting software (e.g., Sage, QuickBooks, etc.) you should be able to run a Payments report as well.

Completed Work Orders Report

You can run a "Work Orders" report to view completed work orders. You can also use the "List" Work Orders tab to view all work orders. For more information on how to access this tab, please see the Work Orders List page. Please note that both work orders and invoices have individual statuses to easily segment and keep track of them.

Open Work Orders Report

You can run a "Work Orders" report to view open work orders. You can also use the "List" Work Orders tab to view all work orders. For more information on how to access this tab, please see the Work Orders List page. Please note that both work orders and invoices have individual statuses to easily segment and keep track of them.

Completed Invoices Report

You can run an "Invoices" report to view completed invoices. You can also use the "List" Invoice tab to view all invoices. For more information on how to access this tab, please see the Invoices List page. Please note that both work orders and invoices have individual statuses to easily segment and keep track of them.

Accounts Receivables Report

Please refer to your third-party accounting software (e.g., Sage, QuickBooks, etc.) to run an accounts receivables.

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