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Daily sales by payment method, and stock value on any date

Two new reports, and a report list organised by what they are about.

By PrimemgrUpdated How we research and check this

Daily sales and cash shows each day's takings with a column for each way you take money, set in Settings → Payments. Stock value shows what your stock was worth at the end of any day, including in the past, once stock is recorded (Inventory, which shipped later on 26 September).

Related

Exports now include jobs, quotes, invoices and payments

Settings → Data downloads your money records too, and always works.

Inspections and checklists, with findings you can quote

Build your own forms, fill them in on a job, and quote what they found in one click.

Choose when to upgrade your industry setup

See exactly what an upgrade changes before you apply it, and export your setup.

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Fourteen days on the plan you choose, a reminder before the first charge, and an export of everything you put in if you decide against it.

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