Customers Report
How the customers report shows the customers you gained, won back and lost each month, where they came from, which round they were on and why they left, with your churn.
Read article: Customers ReportReporting help
Help for Reporting in Work Planner.
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Round Value Report
How the round value report shows what your repeating work is worth a visit, a month and a year, by round, service or how often it’s done, and what your jobs will bring in each of the next 12 months, as the Planner places the visits.
Read article: Round Value ReportFor Your Accountant
How Reports › Accounts › For your accountant puts everything your accountant needs for a period in one download: what’s in it, downloading it, emailing your accountant a link that works for a week, and who can.
Read article: For Your AccountantIncome Tax
How the Income Tax page works out your Self Assessment figures for each tax year, with HMRC connected or not: your income, your expenses in HMRC’s boxes and your profit, downloading them for your accountant, and sending your quarterly updates and final declaration to HMRC.
Read article: Income TaxProfit and Loss Report
Your income, expenses and profit for a period and each month of it, beside the same period last year, with every category of expense, as a CSV or a PDF for your accountant.
Read article: Profit and Loss ReportVehicles Report
How the vehicles report shows each van or car's profit and loss for a period, adding up to your profit, and its miles and HMRC mileage claim for a tax year, with CSV exports.
Read article: Vehicles ReportCompleted Jobs Report
How the completed jobs report lists every job your team completed in a period, with the work done, and adds them up by round, team member, source, service, vehicle or customer, for the whole period or month by month, with the skip rate, the totals and the payments each team member collected.
Read article: Completed Jobs ReportVAT Returns
How the VAT page lists your VAT returns, with HMRC connected or not: what each comes to and when it’s due, the figures behind it, and sending it to HMRC, downloading it for your accountant or marking it as sent.
Read article: VAT Returns