Articles tagged reports

The Business Unit Revenue report splits revenue by the shop that did the work. It also lists money one shop took in for another, so you can settle between locations at month end. Its totals match the company-wide reports...

What every number on the Auto Glass Performance dashboard means, how it is worked out, and what to do when one of them moves the wrong way.

How to actually read the Billing & Sales Report — what each column means, the difference between billed and paid, and how to use date filtering without misleading yourself.

Publish a booked session — a tour, a class, a guided trip — and sell seats to the public, then hand whoever runs it a printed roster with every name, class, and payment status.

What a statement of account is, when to send one, what it should include, and how customers actually use it.

Using Suprata's tax reports to file sales-tax returns. Which numbers map to which boxes, the difference between accrual and cash bases, and the audit trail you should keep.

Reading A/R aging buckets so you know which customers to call today, which to call this week, and which to write off. Triage logic, not just a column reference.

The monthly bookkeeping pass — reconciling to QuickBooks, working the aging report, sending statements, processing recurring invoices, and closing the books for the month.

Stock levels tell you what's on the shelf now. The stock movement report tells you why: every part received, used on a job, returned or adjusted, with a link to the job, invoice or purchase order behind it.