General

View graphs of financial data
View a graphical representations of your accounting data. You can access this tool by going to Reports > Graphs and then selecting the accounting period ...
Thu, 24 Jun, 2021 at 3:48 PM
Trial balance report
A trial balance is a summary of the debit and credit balances of each account code that makes up the general ledger over a period of time. The underlying pr...
Thu, 24 Jun, 2021 at 3:48 PM
P11D report: expenses and benefits
If you’re an employer and provide expenses or benefits to your employees or directors, you might need to tell HMRC and pay tax and National Insurance on the...
Mon, 16 May, 2022 at 5:24 PM
How to create a management report
The Management Report brings together data from all areas of your account into one convenient PDF report to provide a complete overview of your business. S...
Mon, 28 Jun, 2021 at 12:58 PM
The Margin Comparison Report
You can use the Margin comparison report to compare the P&L for two financial reporting periods or two custom periods of time. The report shows the tota...
Thu, 24 Jun, 2021 at 3:49 PM
How to use the management report
The management report brings together data from all areas of your accounting in a helpful and easy to read format that can be generated in a web view or exp...
Thu, 2 Sep, 2021 at 4:10 PM