Checking reports is vital to maintaining an excellent business. Gain valuable insight into your business with reports smart lists available throughout OneUp.

You can run reports on every type of information, sorted and filtered by date, status, and employee. See several examples below.

 

 

Sales and Customer Reports

Reports related to selling to your customers, invoicing them, and getting paid on time.

 

Sales Orders waiting to be invoiced

Which customer orders are waiting for an invoice?

Invoices created this month – by status

What is my sales team's performance by invoices?

Outstanding customer payments – by due date

What payments should I focus on collecting?

Customer Payments downloaded from the bank – waiting confirmation

What payments do I need to validate since they were downloaded from my bank?

Product catalog with price/cost

What products do I currently sell at what prices, and what is the cost?

Service catalog with service price

What services do I offer at what prices?

A/R Aging Receivable

What are the current balances owed to my company per period?

Customer Statement

What transactions are shown for a specific customer account?

This report can be found in: sales - customers - select a customer - green button menu

 

Accounting and Financial Reports

Reports to aid you in assessing and maintaining a financially healthy company.

 

Profit and Loss Report

What is my current profit? Where do I earn and spend the most money?

Balance Sheet Report

What is the balance between the Assets and Liabilities + Equity accounts in my accounting?

General Ledger Report

What is the detailed report of all accounting entries?

Trial Balance Report

What is the balance of each account in my Chart of Accounts?

A/R Aging Receivable

What are the current balances owed to my company per period?

A/P Aging Payable

What are the current balances I owe my vendors per period?

Tax Report

What are the taxes I've collected and paid during my current period?

 

 

Expense reports

Reports that help you stay on top of your company spending.

 

This month's expenses unpaid vs paid 

What have I spent this month, and what is projected vs. paid?

This year's expenses unpaid vs paid

What have I spent this year, and what is projected vs. paid?

Expenses downloaded from the bank – waiting confirmation

What expenses do I need to validate since they were downloaded from my bank?

 

 

Inventory Reports

Reports to aid you in efficiently controlling the inventory levels of your products, to avoid shortages, and avoid excessive inventory levels.

 

Stock on hand

What are the levels of product I have on hand and available for order – by location?

Orders waiting for preparation – by delivery date

What orders are waiting to be picked/prepared next?

Orders waiting for delivery – by delivery date

What orders are waiting to be delivered next?

All deliveries this month

What are all orders I've shipped this month?

Purchases waiting to be received

What deliveries am I expecting from my Vendors?

All receiving this month

What are all orders I've received this month?

Inventory entry lines

What activity increased my inventory levels?

Inventory withdrawl lines

What activity decreased my inventory levels?

Physical Inventory

What is my current inventory levels for specific items at a specific location?

 

 

Purchasing and Vendor Reports

Reports to help you pay your bills on time and maintain great vendor relations.

 

Purchase Orders waiting to be Billed

Which of my POs am I awaiting a bill for?

Bills created this month – by status

What bills have I incurred this month and are they paid or unpaid?

Outstanding bill payments – by due date

What bills should I pay next?

A/P Aging Payable

What are the current balances I owe my vendors per period?

 

 

Project and Task Reports

Reports to help you organize your to-dos and delegate them to your team so everything gets done on time.

 

Current Tasks To-Do

What is the current task list for myself, my employee, or my entire company?

Projects Lists

What are my current active projects?

 

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