Reports

1099 Vendor Report
Details: The 1099 Vendor Report displays payments made to a vendor(s) within the given time frame (Administration > Reports > Accounting > Accounts Payable > 1099 Vendor). This report can be used at the end of the year for tax purposes. The Summary version of the report displays the Vendor Name, address and Federal ID number. This ...
1099
Reports
Vendor Payments
Accounts Payable Invoice Register Report
Details: Use the Accounts Payable Invoice Register Report to view a detailed list of all AP vendor invoices. (Administration > Reports > Accounting > Accounts Payable > Accounts Payable Invoice Register). Filters  - Accounting Period: Accounting periods are created, closed, and reopened using the Periods tab on the Accounting ...
AP invoices
Reports
Accounts Payable
Invoice Register Report
Accounts Receivable Quick Reconciliation Report
Details:  This is an MS Excel spreadsheet that compares the daily balance of the Accounts Receivable account and the Accounts Receivable Aging Report total. There is also an Entries Posting This Day In GL column that you can reference if the two values are different. This report is similar to the Accounts Payable - Quick Reconciliation Report....
Report
Reconciliation
Accounts Receivable
MS Excel
Accounts Receivable Aging Report
Accounts Receivable Account
AR Aging
AR aging Report
Audit Log Report
Details: Use the Audit Log to view a list all changes made to sales orders during a specific date range (Administration > Reports > Sales > Orders and Invoices > Audit Log). Filters  - Accounting Period: Accounting periods are created, closed, and reopened using the Periods tab on the Accounting Setup screen.  - Interest: Mar...
Audit Logs
Reports
Invoice and Delivery
Sales
Average Sale Report
Details: Use the Average Sale Report to see the average sales order prices per employee or per store (Administration > Reports > Sales > Orders and Invoices > Average Sale). Filters  - Accounting Period: Accounting periods are created, closed, and reopened using the Periods tab on the Accounting Setup screen.  - Marketing Int...
Average Sales
Reports
My Orders and Invoices
Bad Debts Journal Report
Details: The Bad Debts Journal displays a detail and summary of the bad debts for an accounting period (Administration > Reports > Accounting > Accounts Receivable > Bad Debts Journal). This report only includes posted transactions. Filters  - Accounting Period: Accounting periods are created, closed, and reopened using the Pe...
bad debts
Reports
AR
Accounts Receivable
Posted Transactions
Barcodes Report
Details: Print Barcodes for Items and Kits (Administration > Reports > Inventory > Items > Barcodes). Filters  - Product Line: Product lines group your inventory items into high level categories, e.g. Accessories, BBQs & Grills, Chemicals, or Covers. Barcodes to Print This section will populate with a list of items ba...
Reports
Barcodes
Inventory
items
barcode report
Canceled Order Report
Details: Use the Canceled Order Report to see a list of all canceled orders and the reason they were canceled (Administration > Reports > Sales > Orders and Invoices > Canceled Order Report). Filters  - Accounting Period: Accounting periods are created, closed, and reopened using the Periods tab on the Accounting Setup screen....
Cancel order
My Orders and Invoices
Sales
Reports
Cancel report
Cash Drawer Activity Report
Details: Use this Cash Drawer Activity Report to view a detailed list of customer payments made by cash drawer session, or by a date range (Administration > Reports > Accounting > Banking > Cash Drawer Activity). This report displays the payment methods (cash, checks, etc.), and where the payment was applied (POS, AR, Deposit).  -...
Reports
Cash Drawer Activity
Payments by Transaction
Cash Payments Journal - Combined Report
Details: Use the Cash Payments Journal - Combined Report to view customer cash receipts and vendor cash receipts in one integrated report (Administration > Reports > Accounting > Banking > Cash Payments Journal - Combined). Filters  - Accounting Period: Accounting periods are created, closed, and reopened using the Periods tab...
Reports
Cash Payments
Combined Report
Cash Receipts
Vendor Cash Receipts
Cash Payments Journal - Customer Report
Details: Use the Cash Payments Journal - Customer Report to view details on all customer payments and refunds for a selected date range (Administration > Reports > Accounting > Banking > Cash Payments Journal - Customer). Filters  - Accounting Period: Accounting periods are created, closed, and reopened using the Periods tab o...
Cash Payments Journal
Customer Report
Customer Payments
Customer Refunds
Cash Payments Journal - Vendor Report
Details: Use the Cash Payments Journal - Vendor Report to view details on all vendor payments and credits during a selected period (Administration > Reports > Accounting > Banking > Cash Payments Journal - Vendor). Filters  - Accounting Period: Accounting periods are created, closed, and reopened using the Periods tab on the A...
Cash Payments Journal Combined
Vendor Report
Vendor Cash Payments
Vendor Credits
Vendor Payments
Cash Requirements Report
Details: The Cash Requirements Report displays a detailed or summary list of AP invoices that are coming due, and the cash required to pay them (Administration > Reports > Accounting > Accounts Payable > Cash Requirements). This report is useful when trying to ascertain how much cash is necessary for paying bills due in the immedia...
Cash Requirements
Reports
AP invoices
Commissions Report
Details: Use the Commissions Reports to view commissions by commission period, accounting period, or date range (Administration > Reports > Sales > Commissions > Commissions). You can filter the report by commission category, store, and employee. Filters  - Commission Period: Commission periods are created using the New Com...
Commission
Reports
Sales
Comissions Report
Contract Load Balance Report
Details: Use the Contract Load Balance Report to see a summarized list of open contracts by tech and date range (Administration > Reports > Maintenance Contracts > Contract Load Balance). This can help you determine the load of each tech. Security Permissions Required Category Function Administration – Reports Can Access Report...
Reports
Maintenance Contracts
Contract Load balance
Contract Register Report
Details: Use the Contract Register Report to see a detailed list of open maintenance contracts (Administration > Reports > Maintenance Contracts > Contract Register). Security Permissions Required Category Function Administration – Reports Can Access Reports Tree Branch
Reports
Maintenance Contracts
contracts
contract register
Contract Register Report
Contracts Expiring Report
Details: Use the Contract Expiring Report to see a detailed list of open contracts that are about to expire (Administration > Reports > Maintenance Contracts > Contract Expiring). Security Permissions Required Category Function Administration – Reports Can Access Reports Tree Branch
Reports
contracts expiring
Maintenance Contracts
Open Contracts
Cost Per Inquiry Report
Details: Use the Cost Per Inquiry Report to measures the success of your advertising (Administration > Reports > Sales > Advertising > Cost Per Inquiry). This report compares how much you spent related to the number of inquiries you received and the sales from those Inquiries. Filters  - Interest: Marketing interests allow you ...
Cost per inquiry
Reports
Sales
advertising
track advertising
advertising report
success of advertising
Credit Memo Usage Report
Details: The Credit Memo Usage Report displays the credit memos that have been used during a specific period of time (Administration > Reports > Accounting > Accounts Receivable > Credit Memo Usage). The report includes a link to open the credit memo, and a link to open the customer account. Filters  - Accounting Period: Accou...
Credit Memo Usage
Report
Credit
Memo
Customer Account Credit Liability Report
Details: Use the Customer Account Credit Liability Report to view the open credit memos on customer accounts, or open deposits on customer accounts (Administration > Reports > Accounting > Accounts Receivable > Customer Account Credit Liability). Filters  - Credit Memo Reason: A credit memo reason is added to a credit memo to ...
Reports
Credit Liability
customer account
Customer Credit Card on File Report
Details: Use the Customer Credit Card On File Report to view a list of credit cards that are on file, and information about those cards (Administration > Reports > Accounting > Accounts Receivable > Customer Credit Card On File). See Customer screen - Preview tab for information on adding a credit card on file to a customer account...
Credit Cards
Reports
Saved Credit Cards
CC
cards on file
Customer Deposit Liability Report
Details: The Customer Deposit Liability Report displays all Deposits on file for customers (Administration > Reports > Accounting > Accounts Receivable > Customer Deposit Liability). A payment is considered to be a deposit if it is applied to an Open Order. The Deposit is removed from the report once the order is invoiced. A Deposi...
Deposit Liability
Reports
Deposits on file
Payment Report
Deposit Liability Report
Customer Dump to Excel Report
Details: Use the Customer Dump To Excel option to generate an MS Excel spreadsheet of all of the customers created after a specific date (Administration > Reports > Marketing > Leads > Customer Dump To Excel). The MS Excel spreadsheet includes all of the basic customer information: name, address, contact information, account balanc...
Customer Dump
Excel Reports
Reports
Marketing
Leads
Daily Bank Deposits Report
Details: Use the Daily Bank Deposits Report to to see bank deposits for a specific day for all stores (Administration > Reports > Accounting > Accounts Receivable > Daily Bank Deposits). Use this report to help reconcile your daily bank deposits. Filters  - Accounting Period: Accounting periods are created, closed, and reopene...
Bank Deposits
Reports
Daily Employee Task Schedule Report
Details: Use the Daily Employee Task Schedule Report to view an employee's confirmed and scheduled service/delivery tasks (Administration > Reports > Service and Delivery > Daily Employee Task Schedule). Security Permissions Required Category Function Admin-Reports Can Access Reports Tree Branch Can Access Reports - Servi...
Daily Employee Task Schedule
Reports
Confirmed Tasks