Finance Reports

Finance Reports cover the key information around the financial health of your business. These reports are used to track financial activity and also can be used to upload data to your financial systems if API integration is not being used. Typical finance reports are found in this section. Finance reports are also used for reconciliation between billing, payment processing and accounting systems.

The Name and Description is listed for each report in the section.

To run a report:

1. You can select the data engine with which to generate the report - either select Reports 1.0 checkbox or use the default Reports 2.0.
   Note: If Reports 1.0 is the default data engine, the checkbox is pre-selected and cannot be removed.
2. Simply click the name of the report or click the Run button to the right.

The following Reports are part of the Finance Reports:

• Invoice-based Revenue Recognition Report
• Current Liability Report
• Invoice Aging by Invoice Date
• Invoice Aging By Due Date
• Deferred Income Summary
• General Ledger Extract Report