Classic Reports
Report Archive, Custom Reports, Profit and Loss, Balance Sheet, Budget Report andAccounts Payable and Accounts Receivable.
Classic Reports Feature
Report Archive
- From the left-hand menu, you can select Classic Reports and then Report Archive. From the report archive, you can select and view any of the previous profit and loss or balance sheets that have been produced for the company.
Custom Reports
- From the left-hand menu, you can select Classic Reports and then Custom Reports.
- Tailor-made reports give the consultant the opportunity to create special reports that, for example, are not covered by a classic report. For more further details please contact your account manager.
Profit and Loss
- Employees within your practice can edit the profit and loss. If the changes are saved, it is then the default mode for how the report looks to users at the company.
- In Edit mode, you can add/remove rows and/or columns and move the order on them. You can also choose whether the report should always be displayed with decimals, how detailed it should be, with/without accounts and summaries.
- You can use Save as to export the Profit and loss as Excel, CSV or PDF.
Balance Sheet
- From the left-hand menu, you can select Classic Reports and then Balance Sheet.
- You can edit the balance sheet in the same way as the Profit and loss.
Budget Report
- From the left-hand menu, you can select Classic Reports and then Budget Report.
- You can edit the Budget Report in the same way as the Profit and loss.
Accounts Payable and Accounts Receivable
- From the left-hand menu, you can select Classic Reports and then Accounts Payable and Accounts Receivable Report.
Note: Accounts Payable and Accounts Receivable reports are only available if the bookkeeping solution you have connected to enables this information to be imported into finsit. These reports cannot be edited.