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Every report, and what it is for

Ten Excel exports covering sales, collections, purchases and stock.

Every report is an Excel file built from what you have already recorded. There is nothing to configure and nothing to reconcile — pick a date range and download.

Who can do this

adminsuper_adminview_reports

Give an accountant view_reports on its own and they can pull every register without seeing the billing screens.

Sales and receivables

ReportWhat it gives youReach for it when
GST Invoice RegisterTax invoices only: number, date, party, GSTIN and total.Your accountant is filing GST returns.
Retail Invoice RegisterRetail bills only, in their own series.You need the counter sales separately from the tax series.
Product Usage ReportWhat sold in the period: units, invoice count and value per product.Deciding what to reorder, or what is not moving.
Detailed Sales RegisterEvery billed line: invoice, date, party, product, quantity, rate, amount.You need the underlying detail behind any other number.
Party-wise Sales SummaryTotal billed per party with invoice counts.Reviewing who your business actually depends on.
Payment Collection ReportPayments received by date, party, amount, mode and reference.Reconciling against a bank statement.
Merchant Ledger / StatementOne party’s opening balance, every invoice and payment, running balance.A party asks for their account. See Send a party statement.
Material UsageStock each job used up, invoice by invoice — and jobs billed with no material recorded.Your work consumes stock that is not itself sold.

Purchases and suppliers

ReportWhat it gives youReach for it when
Purchase Register (GST / ITC)Every supplier bill with taxable value, CGST, SGST, IGST and total.Claiming input tax credit. This is the input side of your filing.
Product-wise Purchase & CostPer product: quantity bought, bill count, total cost, average rate and the latest rate.Checking whether a supplier’s prices have crept up.

Which reports you see

The list is trimmed to your business. A trade that records no purchase bills has no purchase registers; one that issues no retail bills has no retail register. If a report named here is missing from your screen, the module behind it is not switched on for you.

Filtering by invoice series

Where both series exist, the sales reports can be limited to Tax invoices or Retail invoices instead of covering both. The two registers ignore this — each one only ever covers its own series.

A monthly routine worth having

On the first of the month, pull the GST Invoice Register, the Purchase Register and the Payment Collection Report for the month just gone, and send all three to your accountant together. That is most of what they will ask for.

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Last checked against the app on 20 September 2026. Screens change as the product does — if something here does not match what you see, tell us and we will fix the page.