Reports in action
An animated simulation of the app screen, step by step.
- Choose the period: a shortcut or custom dates.
- Output, input and net VAT are recalculated.
- The chart compares your sales and purchases month by month.
- Each sales invoice with its amounts excluding VAT, VAT and including VAT.
- Purchases give the input VAT of the period.
- Export the table for your accountant.
- Two formats: CSV or PDF.
- The CSV is generated for the chosen period.
- The file is saved.
What Reports does
The Reports module brings your figures together over a custom period or a shortcut (this month, last month, this year). Four indicators show the output VAT, the input VAT, the net VAT and the number of transactions; under the VAT franchise, a card tracks your turnover against the threshold.
The chart compares sales and purchases by day, month or year. The "VAT on sales" and "VAT on purchases" tables list each document with its amounts excluding VAT, VAT and including VAT, and export to CSV or PDF. Transactions by type, stock movements and the stock position at a date complete the page.
The income statement shows turnover, gross margin, operating result and net result, with the detail by account and the tax deductions by purchase category. From the web version, it also produces a year on year interim statement and a provisional balance sheet as PDFs.
Who is it for?
Self-employed people and SMEs who want to follow their VAT and profitability without waiting for the year end, and prepare clean figures for their accountant or their bank.
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VAT for the period
Output, input and net VAT, with the list of the sales and purchase documents involved.
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Turnover
Sales and purchases compared by day, month or year, over the chosen period.
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CSV and PDF exports
Each table downloads as CSV; the formatted PDF is available from the web version.
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Transactions and stock
Transactions by type, stock movements and stock position at a given date.
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Income statement
Turnover, gross margin, operating result and net result, taking depreciation and loans into account.
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Interim statement and balance sheet
Statement compared with last year and provisional balance sheet as PDFs, from the web version.
Try it yourself
The interactive demo opens the app with a sample account and guides you step by step, no sign-up needed.