Single Day Performance Overview


Flash Report

Daily Sales Report



Multi-Day Performance Overview


Profit and Loss (recommended formats are 'Period and YTD vs Budget and Prior Year' and 'Trailing Period Over Period')

Balance Sheet



GL Account Balances/Transactions


Trial Balance

GL Account Detail

Cash Flow

Bank to GL Reconciliation

Check Register



Remaining Balances

AP Aging

AR Aging



Payroll Review


Minimum Wage Adjustment



Employee Progress in R365 Academy


Academy Progress Report



1099 Information


1099 Review
Tax1099.com Export