Report name | Classic view only | Classic and Modern view | Modern view only |
Revenue Recognition Report (Advanced only) | | | X |
Bill Approval Status | | | X |
Invoice Approval Status | | | X |
Product/Item Profitability by Customer | | | X |
Estimates & Progress Invoicing Summary by Project | | | X |
Estimates vs. actuals by project | | | X |
Work in progress by project | | | X |
Audit Log | X | | |
Balance Sheet | | X | |
Balance Sheet Comparison | X | | |
Balance Sheet Detail | X | | |
Balance Sheet Summary | X | | |
Budget Overview | X | | |
Budget vs. Actuals | X | | |
Statement of Cash Flows | X | | |
Business Snapshot | 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 | | |
Realized Exchange Gains & Losses | X | | |
Unrealized Exchange Gains & losses | X | | |
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 by Customer Type Detail | | X | |
Estimates & Progress Invoicing Summary by Customer | X | | |
Customer Contact List | | X | |
Income by Customer Summary | X | | |
Sales by Customer Summary | X | | |
Sales by Customer Detail | | X | |
Deposit Detail | | X | |
Sales by Location Summary | X | | |
Sales by Location 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 | |
Sales by Class Summary | X | | |
Sales by Class 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 | | |
Accounts payable aging summary | | X | |
Accounts payable aging detail | | X | |
Bills and Applied Payments | X | | |
Bill Payment List | X | | |
1099 Contractor Balance Detail | X | | |
1099 Contractor Balance Summary | X | | |
Unpaid Bills | | X | |
Vendor Balance Summary | X | | |
Vendor Balance Detail | X | | |
Check Detail | | X | |
1099 Transaction Detail Report | X | | |
Purchases by Location Detail | | X | |
Purchases by Product/Service Detail | | X | |
Purchases by Class Detail | | X | |
Open Purchase Order Detail | X | | |
Open Purchase Order List | | X | |
Transaction List by Vendor | | X | |
Purchases by Vendor Detail | | X | |
Vendor Contact List | | X | |
Expenses by Vendor Summary | X | | |
GST Liability Report | X | | |
Recent/Edited Time Activities | X | | |
Time Activities by Employee Detail | X | | |
Account List | | X | |
Exceptions to Closing Date | X | | |
Recent Automatic Transactions | X | | |
Invalid Journal Entries | X | | |
Location List | | X | |
General Ledger | X | | |
Journal | | X | |
Class List | | X | |
Recurring Template List | 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 | | |
Employee Contact List | X | | |
FFCRA CARES Act Report | X | | |
Paycheck History | X | | |
Contractor Payments | 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 | | |
State Mandated Retirement Plans | X | | |
Payroll Tax Liability | X | | |
Payroll Tax Payments | X | | |
Total Payroll Costs | X | | |
Total Pay | X | | |
Payroll Tax and Wage Summary | X | | |
Workers’ Compensation | X | | |
Recent/Edited Time Activities | X | | |