02 - Default Standard Reports

Created by Connect Getaccountify, Modified on Wed, 6 Aug, 2025 at 12:26 PM by Connect Getaccountify

The following is a list of standard reports available by default when you install the Accounting App. These reports cover key financial, inventory, and sales areas to help you monitor and manage business performance. You can customize or add additional reports as needed to suit specific business requirements.

Report Name	Description
Accounts Payable	Shows outstanding amounts the business owes to suppliers.
Accounts Payable Ageing	Lists payables categorized by overdue periods (e.g., 30/60/90 days).
Accounts Payable Balance	Displays the total balance due to each vendor.
Accounts Receivable	Shows the amounts customers owe to the business.
Accounts Receivable Ageing	Categorizes receivables by age to monitor overdue customer invoices.
Accounts Receivable Balance	Total receivable balance from each customer.
All Transactions	A comprehensive ledger of all financial transactions.
Average Days In Stock Dashboard	Average number of days inventory items stay in stock.
Average Lead Time By Vendor	Tracks average delivery times per supplier.
Bank/Cash Balance	Displays balances across bank and cash accounts.
Bills	Lists all vendor bills and their statuses.
Chart of Accounts	Shows the structure of accounts used in the accounting system.
Cost Allocations	Displays how costs are distributed across departments or projects.
Credit Notes	Shows issued credit notes that reduce invoice amounts.
Current Quarter Expenses	Lists all expenses incurred in the current financial quarter.
Customer Receivables	Customer-wise breakdown of receivables.
Dashboard	Visual overview of key metrics and reports.
Expenses By Project	Tracks expenses allocated to specific projects.
Goods Issues	Reports on goods issued from inventory (outbound).
Goods Receives	Reports on goods received into inventory (inbound).
Inventory Ageing By Quantity	Shows inventory aging based on item quantity.
Inventory Ageing By Value	Shows inventory aging based on item value.
Inventory Ageing By Value Dashboard	Visual summary of inventory value aging.
Inventory Report	Summary of current inventory stock and movement.
Inventory Value	Total value of inventory items held.
Invoices	Report of customer invoices and their statuses.
Manual Journals	Lists manually entered journal entries.
Monthly Expenses	Displays expenses broken down by month.
Profit & Loss	Standard financial report showing revenue, expenses, and net income.
Project Cost Report	Details costs incurred for each project.
Purchase Orders	Tracks all purchase orders and their fulfillment status.
Report Name +	Placeholder/duplicate possibly from OCR, no valid description.
Revenue	Report showing total income generated.
Revenue & Profit	Combined view of revenue and net profit.
Sales & Profit	Tracks sales metrics alongside profit figures.
Sales & Profit Dashboard	Visual dashboard showing sales and profitability trends.
Sales Orders	Lists all sales orders and their statuses.