Welcome to the Reports guide! This section covers everything you need to generate, customise, and analyse financial reports in Exacc, from profit and loss statements to payroll summaries and tax compliance reports.
Whether you are preparing end-of-month financial reports, generating tax submissions, analysing payroll costs, monitoring cash flow, or sharing reports with stakeholders, these step-by-step tutorials will help you leverage Exacc's comprehensive reporting capabilities. You will learn how to customise report settings, apply filters, schedule automated reports, and export data in various formats for informed business decision-making and regulatory compliance.
Navigate the Reports section and understand the different report categories available
Create income and expense statements for any period with comparison options
View assets, liabilities, and equity at any point in time for financial position analysis
Track cash movements with summary and per-account cash flow analysis
Display account balances to verify debits equal credits before period close
Prepare Business Activity Statements for compliance
Export and lodge BAS data through the ATO portal workflow
Review GST summaries and tax positions before lodgement
View customer balances and aged receivables analysis
Monitor supplier balances and aged payables
Analyse sales performance by customer
Analyse purchases and spend by supplier
Access payroll summaries and related payroll analytics
Build tailored report packages for your organisation
Set up recurring report generation and automatic email delivery schedules
Export report data to Excel for further analysis
Export reports to PDF for sharing and archiving
Email reports directly or share with team members and advisors
Run comparative reports across multiple periods to identify trends
Use filters and options to tailor reports to your needs
Interpret key metrics and KPIs in your reporting suite
Prepare year-end financial reporting packages
Create Taxable Payments Annual Reports for contractor payments tracking
Add contractor details and manage their payment information for TPAR reporting
Understand the TPAR submission process and lodge reports directly to the ATO