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From the main menu of the Money module, upon clicking on the Reports, the user may run several predefined reports related to the expenses, statement, accounts and matters.
In every Report, the user has the option to filter the generated data and specify the needed data as desired by defining the Filters of every Report by Date, Account, Client Name and etc...
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- Statement of Expenses: This report gives the Statement of any Expense Account. It can filter on Client Name, Matter, Expense Category, and the Paid On Dates. Moreover, Expenses can be consolidated in a group of one for every Category.
- Expenses per Client: Expenses per Client Report is a report that shows that the accumulated amount of the total of Expenses that correspond to every Client.
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- Account Statement This report gives the Account Statement of any chosen account and date filters.
- Client Statement: This report gives the Client's Statement of any chosen client and date filters
- Trial balance: The purpose of a trial balance is is to ensure that all entries made made are properly balanced. The total dollar amount of the debits and credits in in each accounting entry are supposed to match.
- Balance Sheet: The balance sheet report is a financial statement that reports a company's assets, liabilities and stockholder’ equity at a specific point in time.
- Income Statement: The income statement reports a business’s revenues, expenses and overall profit or loss for a specific period of time.
- All account statement: This Report gives all account statements of partners, clients or suppliers and date filters.
- General Ledger :The General Ledger report shows you all the financial activity for your business. The General Ledger is made up of a chart of accounts with the debit, credit and the balance of these accounts.
- Detailed General Ledger: This Report includes accounts for assets, liabilities, owners' equity, revenues and expenses with their details.
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