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Yes
No
What all reports can be saved as Custom Reports and can be customized using reporting tags?
| Save as Custom Reports | Reporting Tags |
|---|---|
| Profit and loss account | Profit and loss account |
| Cash flow statement | Cash flow statement |
| Balance sheet | Balance sheet |
| Movement of equity | Movement of Equity |
| Invoice Details Report | Sales By Item |
| Retainer Invoice Details Report | Customer Balance Summary |
| Estimate Details Report | Receivable Details |
| Receivable Summary Report | Vendor Balance Summary |
| Receivable Details Report | Payable Details |
| Payments Received | Purchase By Vendor |
| Time to Get Paid | Expense By Category |
| Credit Note Details | Tax Summary |
| Refund History (Payment Received) | Account Transactions |
| Recurring Invoice Details | General Ledger |
| Payment Made | Detailed General Ledger |
| Refund History (Payment Made) | Journals (Can view only the Associated Tags) |
| Vendor Credit Details | Trial Balance |
| Payable Summary | |
| Payable Details | |
| Purchase Order Details | |
| Purchase Order by Vendor | |
| Purchase by Item | |
| Expense by Customer | |
| Expense by Project | |
| Expense by Employee | |
| Project Summary | |
| Project Revenue Summary | |
| Account Transaction | |
| Account Type Summary | |
| General Leger | |
| Trial Balance | |
| Budgets Vs Actuals |
Yes
No