FINANCIAL REPORTS
Keep Up With Your Business Performance
Generate clear, accurate reports in just a few clicks - no more late nights spent updating spreadsheets.
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BUDGET MANAGEMENT
Compare Estimated and Actual Costs, Side by Side.
As your projects progress, keep track of every cent spent and see your cost variance at a glance, then export that info for your (and your client’s) records.
PAYMENTS REPORT
Track Payments Received
See exactly how much money is coming in and out of your business. Easily sort by date range, project, payment method or vendor and your totals will update automatically.
TRANSACTIONS REPORT
Get a Detailed Summary
Easily keep track of Estimates, Change Orders, and retainers waiting for approval, or Invoices that are overdue.
Global Tracker Report
Generate Monthly Sales Tax Reports
Export Selections Tracker data from all or specific projects into a detailed spreadsheet, giving you all the information you need to complete your sales tax reports.
CUSTOM REPORTS
Activate Advanced Reporting Features
Create and save custom views with the info you want, in the order you want it, and download as needed—perfect for monthly or weekly check-ins.
TIME BILLING REPORT
Simplify time tracking for you or your team
Save time on admin work and easily export all the billable hours logged per project or per team member.
