Financial Reports: Monitor Your Business Health
Sales Reports: Keep Tabs on Sales Performance
Gain valuable insights into your business performance with financial and sales reports, helping you track income, expenses, and overall financial health. All reports can be exported for further analysis or sharing.
Navigating Reports in Fynlo
1. View Reports: Click the "View Report" button under any section for detailed insights.
2. Analyze Data: Use comparative reports like Budget Variance to optimize spending and improve decision-making.
3. Monitor Sales: Stay on top of cash flow with tools like Aged Receivables and Invoice Lists.
4. Explore Features: Utilize the top menu for additional insights and custom reporting options.
Financial Reports: Monitor Your Business Health
- Profit and Loss: Analyze income, expenses, and net profit over a specific period.
- Balance Sheet: Get a clear view of assets, liabilities, and equity to assess financial stability.
- General Ledger: Track all transactions for accurate record-keeping and financial transparency.
- Trial Balance: Ensure accounting accuracy by verifying that total debits and credits match.
- Statement of Accounts: Review transaction histories with clients or vendors, including payments and credits.
- Budget Variance: Compare actual expenses against planned budgets to identify discrepancies and cost-saving opportunities.
Sales Reports: Keep Tabs on Sales Performance
- Aged Receivables: Monitor overdue invoices and manage outstanding customer payments.
- Sales by Contact: Identify top customers and analyze revenue trends by contact.
- Invoice List: Access details of all invoices, including payment status and amounts.
- Receipt List: Track payment details by method, date, and amount for better reconciliation.
Exporting Reports
Step 1: Click Reports > Select Report Type.
Step 2: Click Export, then choose Type (All pages or Current Page) and File Format
Optional: Choose the record, then click the Export button.
Step 3: Click Export.
💡 Tips
- Regular Reporting: Schedule periodic reviews to maintain financial clarity.
- Data-Driven Decisions: Use reports to identify trends and optimize business strategies.
- Stay Organized: Keep records updated using the General Ledger and Statement of Accounts.
- Efficient Record-Keeping: Export reports for tax filing, audits, or business reviews.
< Previous Next>