Keeping the numbers straight is the hallmark of a successful business. That’s why our platform offers a robust accounting system with multiple reports to help you stay on top of your financials. Whether you're reviewing payouts, tracking user-level data, or reconciling invoices, the Accounting Reports section provides the tools you need.
🔍 How to Access Accounting Reports
To view your platform's accounting reports:
Navigate to the Reports section from your dashboard.
Select "Accounting Report" from the available options.
At the top left of the Accounting Report page, you’ll see tabs for the different report types. Click on any of these to switch between them.
📁 Types of Accounting Reports
Here’s a quick breakdown of the reports available:
Accounting Raw Entries
A detailed log of all accounting activity. Use the search function to find specific entries quickly.User-Based Accounting
View financial data organized by user. This is great for reviewing balances and most recent transaction dates.Switch to Invoices
Easily review invoices by specific clients. This section helps with client billing and payment tracking.Cumulative Payout
See a summary of payouts over time. This is helpful for high-level overviews and end-of-period reconciliations.
📤 Exporting Reports
All accounting reports can be exported as CSV files for your records or for further analysis in tools like Excel or Google Sheets.
