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Reports & GST

Everything the other screens produce, turned into answers: analytics, financial statements, ledgers, stock analysis, and the GST returns your accountant files.

In the app: the Accounts & Reports menu.

Menu itemWhat you do thereGuide
Business AnalyticsA chart-level overview across orders, invoices, purchases, inventory, and service work.Business Analytics
Financial ReportsProfit and loss, the P&L statement, trial balance, balance sheet, and payment-mode reconciliation.Financial Reports
Ledger StatementsPer-contact ledgers plus receivables and payables.Ledger Statements
Inventory ReportsStock summary, ledger, valuation, and slow or dead stock analysis.Inventory Reports
ExpenditureThe monthly business-expenditure register.Expenditure
GST ReportsGSTR-1, GSTR-2, GSTR-3B, GSTR-4, GSTR-9, and the HSN summary, ready for filing.GST Reports
Growth TrendsGrowth over time — sales, contacts, products, and stock flow.Growth Trends
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Menu items appear only when your role has view permission on them and the module is switched on for your business. Administrators manage both under Admin Console.