Access the **Admin Portal** by logging in.

Click on "**Go To Reports Page**" on the right side on Dashboard

Or, click on "**Reports**" under "Accounting & Reports on the left navigation on Dashboard

The reports that are included in the **Financial** tab are in the next image

Financial
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 Balance Sheet

The balance sheet presents a company's financial position at the end of a specified date. Some describe the balance sheet as a "snapshot" of the company's financial position at a point (a moment or an instant) in time.

 Profit & Loss (Income Statement)

The P&L (income statement) report presents the financial results of a business for a stated period of time. The statement quantifies the amount of revenue generated and expenses incurred by an organization, as well as any resulting net profit or loss.

 General Ledger

The General Ledger reports provide the starting balance, ending balance and all of the transactions for the period organized by account.

 Trial Balance

The trial balance is an internal report run at the end of an accounting period, listing the ending balance in each account. The report is primarily used to ensure that the total of all debits equals the total of all credits.

 Account Transaction

The Account Transactions report displays transactions recorded to one or multiple accounts in your chart of accounts.

 Sales Tax Report

The Sales Tax Summary report is part of the Sales Tax Report and links to the Sales Tax Audit. It shows the total net sales tax charged or paid by a business for the selected period.

 Aged Receivables (Tenant)

An accounts receivable aging is a report that lists unpaid tenant invoices. Also known as "AR Aging Report" or "AR report".

 Aged Payables

An accounts payable aging is a report that lists unpaid vendor bills. Also known as "AP Aging Report" or "AP report".

 Invoice Report

Summary of all invoice details between a date range of a property.

 Aged Receivables (Owner)

An accounts receivable aging is a report that lists unpaid owner invoices. Also known as "AR Aging Report" or "AR report".

 Tenant Invoice Payments

Summary of invoice payments details between a date range of a property.

 Bill Payments

Summary of bill payments details between a date range of a property / vendor.

 General Ledger

The General Ledger reports provide the starting balance, ending balance and all of the transactions for the period organized by account.

How to look for Financial Reports - Definitions