What Each Report Shows

This is a reference rather than a walkthrough. Find the question you are asking, then open that report from Reports → All reports.

Overview and Sales

• Revenue Overview — invoiced, collected and outstanding, against the previous period.
• Sales by Customer — revenue, overdue balance and payment behaviour per customer.
• Invoice Details — every invoice as a line, for filtering and export.
• Sales Receipts — walk-in and cash sales recorded outside the invoice flow.

Receivables

• AR Aging and AR Aging Details — what is owed, bucketed by how late it is.
• Receivable Summary and Receivable Details — the outstanding balance, at summary or line level.
• Customer Balance Summary — where each customer stands overall.
• Bad Debts — what you have written off.
• Quote Details — quotes sent, accepted, and still open.
• Recurring Invoice Details — what your schedules are generating.
• Invoice Performance — how your invoices behave once sent.

Payments

• Payments Received — what came in and through which channel.
• Bank Charges — what the gateway and bank took.
• Time to Get Paid — how long invoices take to settle.
• Credit Note Details and Refund History — money given back.
• Withholding Receivable — withholding tax your customers deducted.

Purchases and expenses

• Expense Overview and Expense Categories — what you spent, and on what.
• Expenses by Customer and Billable Expenses — costs you can re-charge.
• Expenses by Cost Centre — spending by department or team.
• Vendor Spend — what each supplier costs you.
• AP Aging — what you owe suppliers, by age.

Tax and compliance

• VAT Report and VAT Return — your VAT position and the return figures.
• VAT Input Credit Register — the input VAT you are entitled to reclaim.
• Expense VAT Evidence — the documents behind those claims.
• WHT Filing Summary and Expense Withholding — withholding tax to file and to pay.

Accounting and activity

• Trial Balance and General Ledger — the accounting view of everything above.
• Activity Logs — who did what in the workspace.
• System Mails and Invoice Delivery — what AstaBill sent and whether it arrived.
• Exception Report — things that need looking at.
• Portal Activities — what customers did on their invoice links.

Availability depends on your plan. Open Reports → All reports to see which of these your workspace can run today.