Books / Financial reports
Read the accounts and open the transactions behind them
Accountants and owners use financial reports to review balances, compare periods and investigate the figures.
S SecureWire Workflow illustration
Example workflow
ExampleFinancial reports
Example clientExample steps
Open ReportsIn progress
JLChoose the statement and periodNot started
SKCompare periodsNot started
AMOpen a figure’s transactionsNot started
JLExport to CSVNot started
JLOpen Reports01 / 05
Illustrative workflow and sample data. Register interest to discuss your requirements.
How this supports your work
Accountants and owners can open the transactions behind a report figure and compare periods without assembling a separate spreadsheet.
How it works
- Open Reports
- Choose the statement and period
- Compare periods
- Open a figure’s transactions
- Export to CSV
Read and compare statements
Open the trial balance, profit and loss, balance sheet and profit and loss by tracking category. Compare the previous period or the same period last year. Figures open their transactions.
Choose the statement and periodReview debts and assurance checks
Aged debtors and creditors show amounts by age. Assurance flags changed supplier bank details, re-opened periods and entries dated into closed periods. Export reports to CSV.
Compare periodsRelated features
Continue with the related work
Prepare for the launch
Tell us what your team needs from accounting software
Register interest in SecureWire and ask us about the modules you need.