Reports
Reports. Financial statements cover the whole legal entity. Owners, admins and accountants can open them. Every report comes from the same ledger, so they always agree with each other.
The reports
Section titled “The reports”| Report | What it shows |
|---|---|
| Profit & loss | Income and costs for a period, with a net profit |
| Balance sheet | What the company owns and owes at a date |
| Trial balance | Every account’s balance, debits against credits. They must be equal |
| General ledger | Every account with its debits, credits, balance and individual transactions |
| Cash flow | Where cash came from and went |
| Comparatives | This period against the same period last year, or the previous period |
| Budget vs actual | Your plan against what happened. Enter your budgets as a figure per year per account |
| Aged receivables | Who owes you, in age bands: Current, 1–30, 31–60, 61–90 and 90+ days |
| Aged payables | Who you owe, in the same bands |
| Tax summaries | VAT and tax totals. Nothing here is filed with a tax authority |
Working with a report
Section titled “Working with a report”- Choose the From and To dates at the top.
- Break down by brand to see each brand’s share.
- Export CSV or Print PDF to take a report out of VexLedger.
- Foreign-currency figures are shown separately for each currency. See Currencies and exchange rates.