Reports that match the books
Reports in AquaOps are read from the same ledger the invoices and payments post to. That means a report always agrees with the books, and you can run it for any past day.
Illustration with sample data
The problem
Numbers that do not agree
A spreadsheet total, the bank balance and the invoice list tell three different stories.
Profit and loss
Income, cost of parts and expenses for the period you choose.
Cash flow
Money in and out grouped in plain words.
Receivables
Who owes what and for how long, in age bands.
Revenue by service
Which kinds of work earn the money, with multi-job invoices split correctly.
Jobs and stock value
Jobs by status and technician, and the value of stock on hand.
Download it
Every report can be downloaded as a spreadsheet file.
How it works
Three steps
- 1
Pick the period
The same period bar is used across billing and reports.
- 2
Read it
Charts have exact values on hover, tap and keyboard.
- 3
Export
Download the same figures as CSV.
Questions
About reports
Who can see the reports?
Only roles allowed to read them, and company-wide money is hidden from roles that see only their own work.
Are figures exact?
Yes. Money is stored in whole kobo and reports are read from the ledger.
Can I run it for last quarter?
Yes. Any past period works.
Works together with
See it with your own kind of work
Book a short demo. Tell us what you service and how many people you have, and we will show you the parts that matter to you.