Finance Reports

Income Earned (accrual basis)

This report includes a list of all income earned in the location for the selected time period.

Income Earned (by account)

This report includes a list of all income earned by financial account in your current location for the selected time period.

Income Earned Details

This report includes a list of all income earned in your current location for the selected time period. The list is sorted by item type (plans, products, etc.).

Income Paid (cash basis)

This report includes a list of all income earned in your current location sorted by income type.

Payments Summary

This report includes a list of all payments recorded in your current location for the selected time period.

Transactions Summary

This report includes a list of all the financial transactions recorded in your current location for the selected time period.