Access your clients' reports

After reading this topic you will know:

  • How to access reports directly from your client's products. Do this for all products regardless of whether you or your client is paying for the subscription.

Get quick access to key financial reports for your clients from the client record.

Once you've opened the client record, launch a report from the Products tile.

Access your client's subscriptions from the Subscriptions tile

Launch the following reports, depending on the product

Report Accounting Start Individual Individual Free
Trial Balance
Profit and Loss  
Balance Sheet  
Aged Debtors    
Aged Creditors    
Sales Day Book      
Purchase Day Book      
Nominal Activity  
Audit Trail    


Related content

Access your clients' subscriptions

Invite clients to a subscription

Manage invitations