Financial reporting

In Ajera tasks, you use standard reports, inquiries, and the Financial Statement Designer to review financial information.

Review this information Here
Financial statements such as balance sheets, profit and loss statements, and statements of cash flow

From the > Reports menu, click Financial > Financial statements.

If your security settings allow you to create and manage financial statements (as set on the > Setup > Company > Roles > General tab):

  • To create or preview statements,from the > Reports menu, click Manage Financial Statements > Designs.
  • To create and manage financial statement groups, from the > Reports menu, click Manage Financial Statements > Groups.

Company Budgets report

Journal Entries report

Sales Tax Preparation report

Trial Balance report

From the > Reports menu, click Financial.

Let's take a quick look at the financial reporting solutions.

Financial statements

You use the Financial Statement Designer to produce financial statements such as:

  • Balance sheets
  • Profit and loss statements
  • Statements of cash flow
  • Company budgets
  • Key ratios
  • Other financial statements needed by your firm

In addition, you can create statement groups to share financial statements with others and bundle several statements together for easy distribution and review. You'll learn more about statement groups in Prepare it for distribution.

Ajera provides templates for the following financial statements so you can either produce a statement more quickly or begin customizing a statement more easily:

  • Balance Sheet
  • Profit and Loss Statement
  • Statement of Cash Flows

You open the Financial Statement Designer from the > Reports menu by clicking Manage Financial Statements > Designs. View the available templates by clicking the Open button.

Other financial reports

In addition to the dashboard and the detailed reports associated with it, and financial statements, Ajera offers some standard financial reports. From the > Reportsmenu, click Financial.

Other financial information

You can also view project, client, vendor, bank register, and payroll reports. Click > Reports.

You can also view financial information through inquiries. Click > Report > Standard Inquiries.