Tutorial

Finance

Introduction

Overview

Setting up

Receipts & overheads

Supplier invoices

Staff & payroll

Reports

Introduction

Key points:

Reports provide organised and summarised access to the information you have entered into the Finance module.
The information the reports provide enable you to better manage your business.

Help always available here :- Finance : Reports

Reports - introduction

The final area of the Finance module that we will cover in this tutorial is reports.

There are several reports provided, two of which we have already met and discussed:

Not yet paid, bills and receipts
Staff payroll

You can click on the two links above to turn to the topics covering those reports.

The remaining reports, which are discussed in the next few topics are:

Trading and VAT summary
Trial P & L
Supplier trading history
Cash float reconciliation

These additional reports will provide you with the information you need to maintain control of your business and make the necessary decisions to help improve its profitability.

NutriPlanner Zest Finance : Tutorial

Key points:

Reports - introduction