Read operational and financial results with their source context.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 49 | ||
| Submitted | 27 | 55% | |
| Approved | 12 | 44% | |
| Posted | 7 | 58% |
Sample totals per stage
All GL accounts for a selected period with opening, debit/credit movement, and closing balances. Drills from summary account down to source JournalEntryLines. The anchor report — every other statement derives from it.
Assets, Liabilities, Equity rolled up to summary accounts as of a selected date. Comparative current vs. prior period.
Revenue, COGS, Operating Expenses, Other Income/Expense, Net Income for a date range. Month, QTD, YTD columns with prior-period comparatives.
Indirect method: operating, investing, financing activities derived from Balance Sheet movement plus non-cash reconciliations. Period and YTD.
Open invoices bucketed 0–30 / 31–60 / 61–90 / 90+ days past due, by customer. Drives the dunning queue.
Open bills bucketed 0–30 / 31–60 / 61–90 / 90+ days, by vendor. Drives the pay-run scheduling view.
Every posted JournalEntryLine for a selected account and date range with running balances. The audit-trail report — used at close and at year-end.
Start free, then use Proto to change fields, steps and approvals before your team goes live.