Reports & Dashboards
Revenue, sales, aging, statements, dashboards.
Reading the Billing & Sales Report
How to actually read the Billing & Sales Report — what each column means, the difference between billed and paid, and how to use date filtering without misleading yourself.
The Aging Report — Who to Chase First
Reading A/R aging buckets so you know which customers to call today, which to call this week, and which to write off. Triage logic, not just a column reference.
Statement of Account — Per-Customer Receivables
What a statement of account is, when to send one, what it should include, and how customers actually use it.
Tax Reports — What Goes Where on Your State Filing
Using Suprata's tax reports to file sales-tax returns. Which numbers map to which boxes, the difference between accrual and cash bases, and the audit trail you should keep.