accounting/expense reports

See Also: Reports, Sales Reports, Inventory Reports, Contact Reports

accounting reports

To open an expense report first select Expenses from the reports menu and then select the type of expense report you wish to view.

Detailed Expenses After selecting detailed expenses from the report menu a date range selection box will appear requesting either a date range or “Entire History” (which will display all expenses on record). The detailed expense report displays your expenses item by item with the date, description, mileage and amount, grouped by category with totals for each category displayed at the bottom.

Summary Expenses After selecting summary expenses from the report menu a date range selection box will appear requesting either a date range or “Entire History” (which will display all expenses on record). The Summary Expense report displays each expense category with both category and mileage totals.

Profit and Loss Create a profit and loss statement for any period of time. P & L includes sales, additional income, expenses and mileage.

Mileage Log Create a mileage log including entries for any period of time.

User Summaries Create both detail and summary reports for your weekly summaries. Reports are created for any period of time.

User Progress/Goals The user progress report is a comprehensive progress report which is generated from your weekly accomplishment information. The report displays various charts and graphs covering various aspects of your weekly accomplishment sheet. You can enter goals which are then incorporated into the progress report. The progress report can be generated for any length of time over 2 months. It is recommended that you create this report for as long of period of time as is possible as the real benefit of this report is to view your progress over time.

Consultant Summaries With the Director’s Assistant you can view team production reports in a detailed or summarized format. Reports can be created for any number of Contact Selections. (See Contacts)

Team Progress/Goals The Team Progress report is the same progress report which is used for your progress report above only it includes information for an entire unit. The system also stores goals separately for the team progress report.