Access your clients' reports

Summary

How to access reports directly from your clients' products in Client Management.

Description

You can run key financial reports from your clients' records, for example if you need to view their Trial Balance.

Resolution

  1. Open the client record.
  2. Run a report from the Products tile.

Access your client's subscriptions from the Subscriptions tile


Available reports for each product:

ReportAccountingStartIndividualIndividual Free
Trial Balance✔✔✔✔
Profit and Loss✔✔✔
Balance Sheet✔✔✔
Aged Debtors✔✔

Aged Creditors✔✔

Sales Day Book✔


Purchase Day Book✔


Nominal Activity✔✔✔
Audit Trail✔✔



Solution Properties

Solution ID
240228194235320
Last Modified Date
Mon Apr 22 10:36:42 UTC 2024
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