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
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) - View Customer Statement
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.
Expenses
What have I spent this month or 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
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
What are all orders I've shipped so far?
Purchases waiting to be received
What deliveries am I expecting from my Vendors?
All Received
What are all orders I've received so far?
Inventory entry lines
What activity increased my inventory levels?
Inventory withdrawal lines
What activity decreased my inventory levels?
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
What bills have I incurred so far 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?