How can you access reports?

Accessing reports both by PC or mobile app is quite easy.

Web App

  • Log into
  • Tap on the “Menu” button in the upper left corner
  • Click on Reports

With this report, you get the total outstanding balance (balance yet to receive from clients).

You also get access to a detailed report under which you can see how much amount is paid and owed.

You can sort reports by time, year, and clients.


  • Tap on the “Menu” button
  • Scroll down to Reports and click on it
  • Get an idea of the “Total Outstanding Balance

Get in-depth analysis on a monthly and quarterly basis. You can also select for which year you want to extract the report.

Tap on the “List” in the upper right corner for sorting out the report by:

  • Customer Aging
  • Taxes
  • Sales by Client
  • Sales by Date
  • Sales by Item
  • Sales Journal
  • Profit Loss
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