The accounting report includes all of the data relevant to your accounting needs in one place.
You can monitor your taxes, payment methods, expenses as well as send a comprehensive report to your accountant.
HOW CAN I ACCESS ACCOUNTING REPORTS?
Log into your back office, go to the Reports tab and click on Accounting.
WHAT TYPES OF ACCOUNTING REPORTS CAN I VIEW?
Choose the time frame for which you’d like to see your data and access the following reports:
The tax report shows your sales sorted by tax rates. If the product type module is activated for your store, your sales list will be sorted by tax rates and product types.
The payments report shows your payments sorted by payment method.
The expenses report shows your expenses sorted by type and payment method.
The customer accounts report includes the credits you've added to your customer account balances sorted by payment method.
To see the data in a graph or table, you can switch between the icons on the right side of each graph.
If you have multiple stores, you can choose to view by store, or select multiple to have a specific overview. You can also choose to view your sales with or without taxes.
Export your accounting report
You can download the data you need in CSV or PDF formats, as well as send your accounting data directly to your accountant’s email address.
Click Export and choose your preferred format to download your accounting data (the export will include all accounting data):
CSV: collects data from a selected period of time in a CSV file
Detailed CSV: collects data from a selected period of time in a CSV file, split by calendar day
PDF: collects data from a selected period of time in a PDF file
Send to my accountant: send data directly to your accountant’s email address. Once you click Send, your accountant will receive an email with the following files:
- Accounting Report CSV export
- Accounting Report detailed CSV export
- Accounting Report PDF export
- Drawer Report
- Product Sales Report sorted by categories