Here is a quick view of pre-built System Reports for Accounting, found when you select the Dynamic Reports option from the Menu Bar at the top of the screen. (These samples are all shown as Report Previews.)

These DataView Reports are called "dynamic" because they are the starting point for you to customize exactly what you need to see.

Tip: You can use these reports in other ways, for instance, simply as work screens, or with Mail Merge, Excel, or other data exports.

See the User Interface, DataView Reports for full explanation of how to use the Report Finder screen and to modify or create reports. See DataView Screen Elements and DataView Menu Functions to learn more about sorting, selecting, adding, removing, and exporting data.

 

First, here is a list of pre-built System Reports for Accounting, followed by a short excerpt from each report: (Note that in some cases the sample report has been condensed or customized to provide an overview.)

Invoice Sales Tax

 

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