A dashboard of revenue, expenses and receivables

Every plan has the dashboard: revenue and VAT for the current year, amounts to collect and overdue amounts, and amounts by client. The Analytics page with period selection, financial result, VAT by period, expenses by category and top clients is on Pro and higher plans. CSV and XLSX export is in Business and Enterprise.

Revenue, expenses and profit are net of VAT, and VAT is shown separately: output VAT, input VAT credit and VAT payable or refundable. Amounts to collect and overdue amounts include VAT, because that is what your clients owe you, with a net and VAT split below them.

All amounts are shown in your company's currency. A document in another currency is converted at the rate recorded when it was issued, so later rate changes do not change older documents.

Revenue is counted from issued documents, not from receipts. You see separately how much is paid and how much is left: Collected, To collect and Overdue. Credit and debit notes also change the amounts.

No. Analytics is for a day-to-day view of revenue, payments and VAT. The corporate tax forecast comes before tax adjustments under the Corporate Income Tax Act and is only a guide, not an amount to declare. Balances, the general ledger and financial statements are in the Accounting module (Business and Enterprise).

On Pro and higher plans you can invite your accountant to the organisation, and they see the same dashboard and Analytics according to their role. In Business and Enterprise you download documents from Sales as CSV or XLSX, by the list filters or only the selected rows.