Finance and tax reporting

Revenue, margins, costs, receivables and taxes for any period.

Pick a reporting period — last 30 days, month, quarter or year to date, last year, or custom dates. Everything is shown in your reporting currency.

Figure	What it includes
Revenue	Booked (non-draft) sales orders, excluding sales tax.
Product costs	Cost of goods sold, from receipt-based product costs.
Gross / net profit	Revenue minus product costs; net also subtracts operating and import costs.
Tax payable / refund due	Sales tax collected against input tax credits.
Operating costs	Expenses you record with Add cost.
Receivables	Amounts not yet collected on sales orders.
Open PO commitments	Released, ordered and partially received purchase orders.
Import tariffs and fees	Non-refundable import costs from purchase orders.

Recording expenses

Select Add cost to record rent, utilities, freight, tooling and other expenses with vendor, category, tax and whether it is tax deductible.

Export tax CSV downloads the period's tax detail.