Reports, accounts and closing the books

Reports

Reports shows leads, bookings, money collected and profit on jobs done for the dates you pick. Every table downloads as a CSV file for your accountant.

Accounts

Accounts lists business customers you bill on terms, like property managers, realtors or companies moving staff. Set a customer's type to Commercial or Agency to see them here. Open one for contacts, payment terms, credit limit, aging and monthly statements.

Close the books

Close the books goes month by month: payments by method, deposits, refunds and claims, storage income, and the Close checklist (jobs done but not invoiced, payments not on an invoice, crew hours, QuickBooks sync). Clear each line, then an owner or manager locks the month so the numbers can't change. Only an owner can reopen it.