Reports included in Sage Simply Accounting

In: Case Studies | | January 2, 2013 | No Comment

Reports Included in Sage Simply Accounting 2012 – Premium and Enterprise Edition

Give yourself a leg up and save time by accessing pre-defined reports within Sage Simply Accounting. Access the following list of reports from Sage Simply Accounting:

Sage Simply Accounting Enterprise 2012 software for small business owners helps manage payroll and bookkeeping

 

Premium
2012

Enterprise
2012

Financial

Balance Sheet – Standard Yes Yes
Balance Sheet – Comparative Yes Yes
Balance Sheet – Multi-Period Yes Yes
Balance Sheet – Departmental Yes Yes
Income Statement – Standard Yes Yes
Income Statement – Comparative 2 Period Yes Yes
Income Statement – Comparative 4 Period Yes Yes
Income Statement – Multi-Period Yes Yes
Income Statement – Departmental Yes Yes
Income Statement – Gross Margin – Standard Yes Yes
Income Statement – Gross Margin – Comparative Yes Yes
Trial Balance – Standard Yes Yes
Trial Balance – Comparative Yes Yes
Trial Balance – Historical Opening Balances (Historical mode) Yes Yes
Trial Balance – Multi-Period Yes Yes
Trial Balance – Departmental Yes Yes
Statement of Cash Flows Yes Yes
Budget Yes Yes
All Transactions (Journal entries) Yes Yes
Transactions by Account Yes Yes
Cash Flow Projection Summary Yes Yes
Cash Flow Projection Detail Yes Yes
Realized Exchange Gain or Loss (Multi currencies) Yes Yes
Unrealized Exchange Gain or Loss (Multi currencies) Yes Yes
Chart of Accounts List Yes Yes
Account List Yes Yes
General Journal Transactions Yes Yes

Banking

Account Reconciliation Summary Yes Yes
Account Reconciliation Detail Yes Yes
Account Rec. Summary with Outstanding Trans. Detail Yes Yes
Reconciliation Transactions Detail Yes Yes
Account Reconciliation Transactions Yes Yes
Bank Account Transactions Yes Yes
Imported Online Transactions. Yes Yes
Cheque Log Yes Yes
Direct Deposit Log Yes Yes
Deposit Slip Summary Yes Yes
Deposit Slip Detail Yes Yes
Deposit Slip Transactions Yes Yes
Accounts Receivable
Customer List Yes Yes
Grouped Customer List Yes Yes
Customer Aged Summary (First Step: Who Owes Me Money – Summary) Yes Yes
Customer Aged Detail (First Step: Who Owes Me Money – Detail) Yes Yes
Aged Overdue Sales Invoices Summary Yes Yes
Aged Overdue Sales Invoices Detail Yes Yes
Customer Sales Summary Yes Yes
Customer Sales Detail Yes Yes
Sales Transactions Yes Yes
Receipts Transactions Yes Yes
Sales by Job Category Summary Yes Yes
Sales by Job Category Detail Yes Yes
Sales by Salesperson Summary Yes Yes
Sales by Salesperson Detail Yes Yes
Pending Sales Orders Summary by Customer Yes Yes
Pending Sales Orders Detail by Customer Yes Yes
Pending Sales Orders Summary by Inventory Item Yes Yes
Pending Sales Orders Detail by Inventory Item Yes Yes

Accounts Payable

Vendor List Yes Yes
Grouped Vendor List Yes Yes
Vendor Aged Summary (First Step: Who I Owe Money – Summary) Yes Yes
Vendor Aged Detail (First Step: Who I Owe Money – Detail) Yes Yes
Aged Overdue Vendor Invoices Summary Yes Yes
Aged Overdue Vendor Invoices Detail Yes Yes
Vendor Purchases Summary Yes Yes
Vendor Purchases Detail Yes Yes
Purchases Transactions Yes Yes
Payments Transactions Yes Yes
Pending Purchases Orders Summary by Vendor Yes Yes
Pending Purchases Orders Detail by Vendor Yes Yes
Pending Purchases Orders Summary by Inventory Item Yes Yes
Pending Purchases Orders Detail by Inventory Item Yes Yes
Vendor Item List   Yes

Inventory

Inventory and Services List Yes Yes
Grouped Inventory and Services List Yes Yes
Inventory Summary Yes Yes
Inventory Quantity Yes Yes
Inventory Statistics Yes Yes
Inventory Sales Summary Yes Yes
Inventory Sales Detail Yes Yes
Inventory Transaction Summary Yes Yes
Inventory Transaction Detail Yes Yes
Inventory Bill of Materials & Item Assembly Transactions (Pro: Inventory Item Assembly Transactions) Yes Yes
Inventory Adjustments Transactions Yes Yes
Inventory Price Lists Yes Yes
FIFO Inventory Costing Yes Yes
Inventory Serial Numbers   Yes
Bill of Material Component list   Yes
Item Assembly Detail   Yes
Build Of Materials Detail   Yes
Inventory Adjustment Detail   Yes
Inventory Transfer Detail   Yes
Item Price Comparison   Yes

Employee

Employee List Yes Yes
Grouped Employee List Yes Yes
Employee Summary Yes Yes
Employee Detail Yes Yes
Deductions & Expenses Summary Yes Yes
Deductions & Expenses Detail Yes Yes
Job Category Summary Yes Yes
Job Category Detail Yes Yes
Remittances Summary Yes Yes
Remittances Detail Yes Yes
Year End Review (PIER) Yes Yes
Payroll Transactions Yes Yes

Projects

Project List Yes Yes
Grouped Project List Yes Yes
Project Income Summary Yes Yes
Project Income Detail Yes Yes
Project Allocation Summary Yes Yes
Project Allocation Detail Yes Yes
Project Budget Summary Yes Yes
Project Budget Detail Yes Yes
Budget by Period Summary Yes Yes
Budget by Period Detail Yes Yes
Unallocated Project Amount Yes Yes
Project Allocated Orders   Yes
Project Allocated Orders by Inventory Item   Yes

Time & Billing

Customer Time & Billing Summary Yes Yes
Customer Time & Billing Detail Yes Yes
Employee Time & Billing Summary Yes Yes
Employee Time & Billing Detail Yes Yes
Activity Time & Billing Summary Yes Yes
Activity Time & Billing Detail Yes Yes
Time & Billing – Payroll Yes Yes
Payroll Time Sheet Summary Yes Yes
Payroll Time Sheet Detail Yes Yes
Employee Time & Billing Summary Yes Yes
Employee Time & Billing Detail Yes Yes
Activity Time & Billing Summary Yes Yes
Activity Time & Billing Detail Yes Yes
Income Time & Billing Summary Yes Yes
Income Time & Billing Detail Yes Yes
Time & Billing – Project Yes Yes
Time Slip Allocations by Employee Summary Yes Yes
Time Slip Allocations by Employee Detail Yes Yes
Time Slip Allocations by Project Summary Yes Yes
Time Slip Allocations by Project Detail Yes Yes
Contractor Time and Expense Summary   Yes
Contractor Time and Expense Detail   Yes

Recurring Transactions

All Recurring Transactions Yes Yes
General Journal Recurring Transactions Yes Yes
Purchase Invoice Recurring Transactions Yes Yes
Purchase Order Recurring Transactions Yes Yes
Purchase Quote Recurring Transactions Yes Yes
Other Payment Recurring Transactions Yes Yes
Sales Invoice Recurring Transactions Yes Yes
Sales Order Recurring Transactions Yes Yes
Sales Quote Recurring Transactions Yes Yes
Paycheques Recurring Transactions Yes Yes
Bill of Materials Recurring Transactions Yes Yes
Item Assembly Recurring Transactions Yes Yes
Inventory Adjustment & Transfer Recurring Transactions Yes Yes
Time Slip Recurring Transactions Yes Yes

Vertical reports

Forecast Summary Yes Yes
Forecast Detail Yes Yes
Customer Analysis Summary Yes Yes
Customer Analysis Detail Yes Yes
Product Analysis Summary Yes Yes
Product Analysis Detail Yes Yes
Sales Synopsis Yes Yes
Sales Receipts by Payment Method Yes Yes

 

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