Report name | Classic view only | Classic and Modern view | Modern view only |
Bill Approval Status | | | X |
Invoice Approval Status | | | X |
Product/Item Profitability by Customer | | | X |
Business overview | | | |
Audit Log | X | | |
Balance Sheet | | X | |
Balance Sheet Comparison | X | | |
Balance Sheet Detail | X | | |
Balance Sheet Summary | X | | |
Statement of Cash Flows | | X | |
Business Snapshot | X | | |
Statement of Changes in Equity | X | | |
Profit and Loss | X | | |
Profit and Loss by Customer | | X | |
Profit and Loss by Location | X | | |
Profit and Loss by Class | X | | |
Profit and Loss by Month | | X | |
Profit and Loss by Tag Group | | X | |
Profit and Loss Comparison | | X | |
Profit and Loss Detail | X | | |
Profit and Loss as % of total income | | X | |
Profit and Loss year-to-date comparison | | X | |
Project Profitability Summary | X | | |
Quarterly Profit and Loss Summary | | X | |
Who owes you | | | |
Accounts receivable aging summary | | X | |
Accounts receivable aging detail | | X | |
Collections Report | X | | |
Customer Balance Summary | | X | |
Customer Balance Detail | X | | |
Invoice List | | X | |
Invoices and Received Payments | | X | |
Open Invoices | | X | |
Statement List | X | | |
Terms List | | X | |
Unbilled charges | | X | |
Unbilled time | | X | |
Sales and customers | | | |
Sales by Customer Type Detail | | X | |
Customer Contact List | | X | |
Income by Customer Summary | | X | |
Sales by Customer Summary | | X | |
Sales by Customer Detail | | X | |
Deposit Detail | | X | |
Estimates by Customer | | X | |
Inventory Valuation Detail | | X | |
Inventory Valuation Summary | X | | |
Product/Service List | | X | |
Sales by Product/Service Summary | | X | |
Sales by Product/Service Detail | | X | |
Payment Method List | | X | |
Physical Inventory Worksheet | | X | |
Time Activities by Customer Detail | | X | |
Transaction List by Customer | | X | |
Transaction List by Tag Group | X | | |
What you owe | | | |
Accounts payable aging summary | | X | |
Accounts payable aging detail | | X | |
Bills and Applied Payments | X | | |
Bill Payment List | | X | |
Unpaid Bills | | X | |
Supplier Balance Summary | | X | |
Supplier Balance Detail | | X | |
Expenses and suppliers | | | |
Cheque Detail | | X | |
Purchases by Product/Service Detail | | X | |
Open Purchase Order Detail | | X | |
Open Purchase Order List | | X | |
T4A Contractor Info | | X | |
T4A Detail | | X | |
T5018 Contractor Info | X | | |
T5018 Detail | | X | |
Transaction List by Supplier | | X | |
Purchases by Supplier Detail | | X | |
Supplier Contact List | | X | |
Expenses by Supplier Summary | | X | |
Employees | | | |
Recent/Edited Time Activities | X | | |
Time Activities by Employee Detail | | X | |
For my accountant | | | |
Account List | | X | |
Balance Sheet | | X | |
Balance Sheet Comparison | X | | |
Statement of Cash Flows | | X | |
General Ledger | | X | |
Transactions without sales tax | X | | |
Journal | | X | |
Recurring Template List | X | | |
Profit and Loss | X | | |
Profit and Loss by Tag Group | | X | |
Profit and Loss Comparison | | X | |
Recent Transactions | | X | |
Reconciliation Reports | X | | |
Trial Balance | X | | |
Transaction Detail by Account | | X | |
Transaction List by Date | | X | |
Transaction List with Splits | X | | |
Payroll | | | |
Paycheque History | X | | |
Payroll Deductions/Contributions | X | | |
Payroll Summary by Employee | X | | |
Employee Directory | X | | |
Employee Details | X | | |
Multiple Worksites | X | | |
Payroll Details | X | | |
Payroll Item List | X | | |
Payroll Summary | X | | |
Vacation and Sick Leave | X | | |
Retirement Plans | X | | |
Payroll Tax Liability | X | | |
Payroll Tax Payments | X | | |
Total Payroll Cost | X | | |
Total Pay | X | | |
Payroll Tax and Wage Summary | X | | |
Workers’ Compensation | X | | |
Recent/Edited Time Activities | X | | |
Time Activities by Employee Detail | | X | |