Help · Reports
Reports in SwiftlyBooks
Profit and loss, the balance sheet, the trial balance, and what is owed each way, straight from the books.
Read a report
- Press a tab: Profit and loss, Balance sheet, Trial balance, or what is owed by how late, Owed to you and You owe.
- Choose the period or the day beside the tabs. They start at This month and Today.
- Press an account for its transactions, and a transaction for where it came from.
- Press CSV to download the figures.
In more than one currency
- The figures are in your base currency, each entry at the official rate of its day.
- Side by side shows each currency's own amounts beside the total. With several branches it reads Currencies side by side.
- Owed to you and You owe total each currency, then all at that day's official rate.
In more than one branch
- Reports show the branch chosen at the top, or all branches.
- With All branches chosen, Branches side by side gives each branch its own column beside the total, on the profit and loss, the balance sheet and the trial balance.
- Each branch balances on its own. Stock in transit shows what one branch sent and another received, and in the total what is still on the road.
- Press a branch's figure for that branch's transactions.
More reports
- Budget against actual sets each account beside its budget.
- Stock shows what is on hand at a day, checked against Inventory, and margins by item.
- Fixed assets shows the register, the year's movements and the depreciation to come.
Good to know
- Only what is approved is in the reports. Drafts aren't in the books yet.
- Profit and loss can show one tag, such as a project or a donor.
Related
The same help is in the app: press the ? at the top of any page.