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Lesson 4: General reporting

In the previous topics, you learned about financial and project reporting in Ajera. This topic introduces you to reporting for other areas of Ajera.

Ajera provides reports and inquiries for reviewing various information about the following:

Click either the Reports or Inquiry menu.

Here's a list of reports and inquiries that are available for information on employees, clients, vendors, banks, and payroll.

To see a detailed description about a specific report or inquiry, click the link.

These links go to help. To return to this course, click the Back button.

For information about	Review these reports	And these inquiries
Employees	Employee Utilization Employee Workload Hours Distribution by Employee Manage Timesheets Rejected Time Timesheet Status	Employee Employee Type Timesheet Timesheet Detail Expense Report Expense Report Detail
Clients	Client Invoice Register Client Receipt Register Client Invoice Aging Client Statements Monthly Receivables Balances Cash Receipt Forecast	Client Client Type Client Invoice Billing Review History Client Receipt
Vendors	Vendor Amount to Pay Vendor Check Register Vendor Invoice Aging Vendor Invoice Register Consultant Pay When Paid Consultant Insurance Monthly Payable Balances Vendor 1099 Preparation	Vendor Vendor Type Vendor Invoice Vendor Payment Vendor Insurance Recurring Vendor Invoice Recurring Vendor Invoice Distribution
Banks	Bank Entries	Bank Account Bank Entry Bank Account Statement Credit Card Statement
Payroll	Check Activity Subject-To Deduction - Fringe Register Deposit Summary Accrual Pay Balance 940 Preparation 941 Preparation Salaries Payable Balance State Quarterly	Check Summary Check Detail Deduction Fringe Accrual Subject To Deposit Summary 940 Preparation Part 1 940 Preparation Part 2 941 Preparation State Quarterly Tax

In addition, you can produce setup reports to review a summary of the options you selected and information you entered when setting up Ajera.

For example, you can produce the Client Setup report to quickly reference various information about clients, such as the email address or contacts.

You can also review list reports and inquiries to print lists of various items you set up, such as employees, contacts, and so on.

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