Accounting reports [in-depth guide]

Below are the typical reports that would be run throughout the month and at month-end:

Unless otherwise specified, reports are found via Menu > Reports >

Labor

>Project financial reports

Chargeability summary

Employee actual hours

Accounts receivable

>AR reports

AR aging

Sale tax analysis

Accounts payable

>AP reports

AP aging

Accrued order detail

AP exceptions

Company

>Financial reports

Project P&L

Client P&L

Company P&L

Balance sheet

WIP analysis