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