iPad Overview 6 - Reports

Last Updated: Sep 19, 2014 03:22AM PDT

Learn how to use the Reports section of the iPad app.

This is the sixth of a 7 part series on using the Kashoo for iPad app.

Overview of Reports section

  1. The Reports section can be accessed by tapping on the Reports icon on the left hand side.

  2. The Reports section will let you access the following reports:

    • Profit & Loss
    • Balance Sheet
    • Aged Receivables
    • Aged Payables
    • Trial Balance
    • Chart of Accounts
    • Journal Report
    • General Ledger

To view any one of those reports, simply tap the name found on the left hand side.

Profit & Loss

The Profit & Loss report shows you all your sales & expenses within a specific date range. Basically it’s telling you whether you have made money or not.

  1. From the top you can select the time frame of the report
  2. If you tap on any individual account, you will be taken to that accounts details page, which lists all the transactions found within it

Balance Sheet

Your balance sheet report will:

  1. Show you your asset, liability, and equity accounts and their balances at a particular moment in time
  2. You can change that moment in time by tapping the date on the top and picking a new one

Aged Receivables

This is a list of who owes you money. These are the invoices that have been issued to customers, but have not been paid for yet.

  1. It’s sorted by customer
  2. The header show the time frame for amounts owed. Current means the customer is still within the time frame that we gave them to pay. 1-30 days means the customer is late by 1-30 days in making a payment, 31-60 days means they are late by 31-60 days, and so on…
  3. At the far right is the total amount owing for each customer
  4. The bottom right shows the Grand Total of receivables owed, by customer and in total

Aged Payables

Aged Payables looks and functions exactly like aged receivables, but it shows vendors that you owe money to. Aged payables will give you a good handle on how much money owe, to whom, and when that money is due.

Trial Balance

This Trial Balance is a report your accountant will want come tax time. It shows all your accounts and their balances.

  1. You choose the date of the report by tapping on the date on the top
  2. If you tap on any individual account, you will be taken to that accounts details page, which lists all the transactions found within it

Chart of Accounts

This is a listing of all your accounts

Journal Report

This shows every transaction made in your business in chronological order. You can change the to and from dates. 

General Ledger

It’s like the Journal Report, but instead of organizing transactions by date, it sorts them by account. You can change the to and from dates.

Sharing Reports

All reports are shareable. To share:

  1. Tap on the Share icon
  2. Then tap on the Share icon again

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