Reports to track income and expenditure

Question

Hi There,

I am looking for a suite of reports similar to the what is on the dashboard however per job to provides me with the following:

Exenditure by

Income

Open Invoices

Closed Invoices

Does anyone know if this can be done?

Thanks

Genreve_S · Answer

Hi @alana4,

Welcome to the Community Forum, and my apologies for the delayed response,

The closest I have in mind for the report you are looking for is the Job Transactions [Accrual] report, However, there is no clear way to differentiate if invoices are closed in this report. If this does not fit your report needs, I recommend exploring the other job report options from this article 'Accounts Reports'.

Let us know how we can help further.

If my response has answered your inquiry, please click "Accept as Solution" to assist other users find this information.

Thanks,
Genreve