The Reports ribbon is used to access and print all reports, user reports and reports from the Ledger analyser 1 / 2 and T-Account viewer. It is also used to access the Printer setup and Report designer.

reports-ribbon

The following seven (7) options are available:

1.Reports - List the reports in the following groups: 

a)Ledger - You may print the Budget vs actual (3 periods) report, Net Profit and Loss per week graph in a bar chart, List the General ledger accounts (Chart of accounts) and Transaction reports.

b)Debtors - You may print Debtors per week graph in a bar chart, various age analysis reports, various listing reports, address labels, transaction reports and debtor statements.

c)Creditors - You may print Creditors per week graph in a bar chart, various age analysis reports, various listing reports, address labels, transaction reports and creditor remittance advises.

d)Stock - Reorder reports, listing reports, stock movements, backorder reports. You may also print labels (barcodes). 

e)Contacts - Lists the details of all your contacts. 

f)Calendar - Print the appointments (events) (i.e. Appointment, Debtor appointment, Creditor appointment and Hours) that was scheduled in the Calendar / Planner. 

g)Batch entry - Print the transactions of posted invoices, credit notes purchase and supplier return documents as well as posted batch transactions (i.e. sales journal, purchase journal, payments journals, receipts journals, general journals, etc.).

h)Documents - Lists your documents, such as invoices, credit notes, purchases, supplier returns documents, orders and quotes or a selection of documents or for a selected period. 

i)Tax - If you are registered as a Tax (VAT/GST/Sales tax) vendor, you need to print and view reports for a specific period for all your Tax (VAT/GST/Sales tax) or for a specific tax code such as Input Tax (VAT/GST/Sales tax), Output Tax (VAT/GST/Sales tax), Zero-rated Tax (VAT/GST/Sales tax), etc.

j)Sales - Various reports are available to analyse your sales documents. Print Graphs, Debtors, Sales and Items reports for Invoices, Credit notes and Quotes. 

k)Sales analysis - You may print reports for five (5) reporting groups (i.e. Debtor group 1, Debtor group 2, Document group 1, Document group 2 and Salespersons) for each sales documents (i.e. quotes, invoices and credit notes). You may also print sales per product for stock group 1 or stock group 2 reports for sales documents.

l)Purchases - Various reports are available to analyse your purchase documents. Print Graphs, Creditors, Purchases and Items reports for Purchase and Supplier return documents as well as Orders. 

m)Purchase analysis - You may print reports for five (5) reporting groups (i.e. Creditor group 1, Creditor group 2, Document group 1, Document group 2 and Salespersons) for each purchase documents (i.e. orders, purchases and supplier returns). You may also print purchases per product for stock group 1 or stock group 2 reports for purchase documents.

n)Company info - You may print the details of the bank accounts or the company information, messages and cost of sales settings.

o)Currencies - If you process Multi-currency documents (i.e. Invoices, Credit notes and Quotes for debtors (customers / clients) or Purchases, Supplier returns and Orders for creditors (suppliers / vendors).  you may print a list of the "Currencies" (added / edited in the Setup Currencies menu on the Setup ribbon.

p)Plugins - Price agreement report for the Price agreement plugin.

q)Point-of-sale - Sales and Receipt reports for the plugin point-of-sale systems (if you purchased and use the HorecaPOS or RetailPOS point-of-sale systems).

2.User reports - Any other reports that are under construction. Users may add their own reports in the ...\plug_ins\reports\userreports folder.

3.Ledger analyser 1 - There are six (6) report types, which may be selected (i.e. Trial balance, Income statement, Balance sheet, Standard column balances, Budget vs actual and This year vs last year) which may be printed and exported to spreadsheets.

In addition to this, there are 6 report types which may be exported and opened in spreadsheets (i.e. Column balances, Column balances Debit/Credit, Column balances debtors, Column balances creditors, Column balances debtors Debit/Credit, and Column balances creditors Debit/Credit.)

4.Ledger analyser 2 - The same reports are available as for the Ledger analyser 1, but it gives you another option to generate. print or export different views and reports. 

5.T-Account viewer - Analyse and print transactions for specific accounts, periods, etc. These transactions in the T-Account viewer may also be exported and opened in spreadsheets.

6.Printer - Setup and configure the printers on your system.

7.Report designer - Edit, create layout files for documents and reports.