Finance reports
Finance reports provide information about your company's financial status, including sales reports, liability reports and your company's top customers.
Reports in the finance category include:
- Accounts in credit report—lists all accounts with a positive balance on a specified date.
- Banking report—displays payments in a specified period by payment type or operator.
- Customer revenue summary—displays a graphical summary of the revenue range customers spent each month.
- Debt drift—displays outstanding debt in foreign and home currency for each date in a specified period.
- Liability report—displays a summary of your company's liabilities, including accounts in credit and services not delivered.
- Sales per account—displays the monthly spend for each account to help you identify and troubleshoot abnormal trends.
- Top customer summary—compares the monthly spend of top tier customers to all customers for a specified period.
- Top customers—displays the accounts with the highest spend for a specified period.
- Transaction search—lists all transactions for a specified period, or searches transactions by type, date and amount.
- Transactions by customer—lists all transactions raised against all accounts in a specified period.