How to run your reports

How to run your reports

Run your reports from any device

Goto the 3 lines top right select: Your Reports then select a report and the date range. The report will be mailed to your Email address.

Report types

Sales - A CSV of all of your sales ready for your bookkeeper or for importing into Quick Books or Xero depending up what you have specified in your settings.
Services needed - A list of all of the services you have sold over a period. Good for stock keeping if you have your services set up correctly.
Customers - A CSV list of all of your customers. Useful if you want to send them all an email.
Customers needing appointment - This is a list of all horses that need an appointment. The criteria are the system looks back at the last invoiced appointment for a horse, checks the shoeing frequency if entered and looks to see if an appointment has been made. If not it will appear on this list.
Your services - A list of all of the things you charge for.
Purchases - A CSV of all of the expenses you have entered in the app.
Professional invoices - Our invoices to you.

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      How do I record a purchase? Select purchases from the 3 bars top right. Take a photo of the receipt and complete the details asked for. You can still record the details if you don’t want to photo the receipt or just import a file. If I am VAT/tax ...

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      Only available for the web version. Select the 3 bars top right then Users. Different user types Primary user - this will be the person who set up the account. Has full access. Field user - Chargeable - Will have their own calendar only be able to ...

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      Can I run a monthly account for a customer? Yes. The system will either take payment at the end of the month if your customer has signed up to Go Cardless or it will send them a statement. What will the invoice look like? You can select from various ...