The finance reports show what you've invoiced and been paid, what your customers owe, and how revenue, profit and tax add up. Administrators and Finance Managers can run them.
To open one, go to Reports and find it under Finance on the Standard tab, or type its name in Search. See using Avaza reports for parameters, exporting and saving. In most finance reports you can click a customer, transaction or item to see the details behind it or open the record in Avaza.
Invoices, payments and estimates
Report | What it shows |
|---|---|
Invoices, payments and credit notes. Group and filter them by customer, transaction type, status, recurring or retainer profile and more, and choose the columns. | |
Invoice and credit note line items. Filter and group by project, inventory item, tax and more, to see for example how much you invoiced for a project or a service. | |
Invoices, payments and credit notes, and optionally estimates, month by month for a year. Choose the month your year ends, for example June for a July to June year. | |
Billable time, expenses and fixed amounts that aren't on an invoice yet. Filter by date range and approval status. | |
Estimates grouped by status. Filter by customer, issue date, sent date and status. | |
The total invoiced for each project, invoice by invoice, before and after tax. |
What customers owe
Report | What it shows |
|---|---|
How much each customer owes, split by how long it has been outstanding, as of a date you choose. | |
Each outstanding invoice, by customer. Filter by invoice status and due date. Click an invoice number to open the invoice, for example to Send Reminder. | |
All of one customer's transactions in date order, ready to send to them. | |
One customer at a glance: estimates, invoices, payments, credit notes, projects, time, expenses and fixed amounts. | |
Total sales for each customer, in the customer's currency, optionally for a date range. |
Revenue, profit and tax
Report | What it shows |
|---|---|
Monthly revenue for a calendar year, as a chart and a table broken down by customer. | |
Income, expenses, and gross and net profit for a period. | |
Tax collected and paid, by tax, for a period. | |
Quantity, cost and sales for each inventory item. Filter by date range, item and customer, and click through to the invoice lines behind each item. |
Revenue by Month, Profit & Loss and Tax Summary let you count revenue as Invoiced (by invoice date) or Cash Collected (by payment date).
Supplier bills
These reports appear when Bills to Pay is switched on. See getting started with bills.
Report | What it shows |
|---|---|
The total you owe each supplier, across the account. | |
Each unpaid bill, by supplier. Filter by bill status and due date. Click a bill number to open the bill, for example to Record Payment. | |
Bill line items. Group them by inventory item, project, tax and more. |
Project finances
To see whether individual projects are making money, use these reports from the Project Management group:
- Project Profitability: a project's budget against its time and expense costs.
- Project Summary Report: budget, time, expenses, fixed amounts and uninvoiced totals for a project.
- Project Profit Margin Analysis.
- Project Earnings and Remaining Value.
- Fixed Amount Revenue and Fixed Amount Details.
The rest of the project reports are in the project management reports overview, and spending is covered in the expense reports overview.