Income/Expenses
A collection of reports that allow the user to report income or expenses by a number of options
- Income & Expense (Not for Profit Organisations only)
- This report supplements the SOFA by providing an Income & Expense report excluding fund balances that can be for the total organisation or filtered by Fund and/or Activity
- Income by Account
- A report over one or more income accounts within a specified date range
- Income by Customer
- A report of income by customer within a specified date range
- Income by Sales Item
- A report of income by sales item, filtered by customer if required, and within a specified date range
- Income by Branch (Commercial Organisations only)
- A report of income by one or more branches, filtered by accounts if required, and within a specified date range
- Income by Fund (Not for Profit Organisations only)
- A report of income by one or more funds, filtered by accounts if required, and within a specified date range
- Expenses by Account
- A report over one or more expense accounts within a specified date range
- Expenses by Supplier
- A report of expenses by supplier within a specified date range
- Expenses by Branch (Commercial Organisations only)
- A report of expenses by one or more branches, filtered by accounts if required, and within a specified date range
- Expenses by Fund (Not for Profit Organisations only)
- A report of expenses by one or more funds, filtered by accounts if required, and within a specified date range