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Reports

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Get a clear and simple snapshot of your business success with the variety of reports available with Clear Books Accounting. These range from basic reports, such as profit and loss or balance sheets, through to more advanced reporting such as audit logs and trial balance reports.

Cash flow

Our cash flow tool allows you to view the monthly movement of revenues and expenditure in your business. Clear Books will generate a cash flow report based on the invoices and bills entered onto the system.

Cash flow report

Cash flow

Our cash flow tool allows you to view the monthly movement of revenues and expenditure in your business. Clear Books will generate a cash flow report based on the invoices and bills entered onto the system.

Cash flow report
  • Profit and loss

  • Balance sheet

  • Trial balance

  • Aged debtors/creditors

  • Exceptions report

Report types

Report types

Different types of report
  • Budget tool (financial reporting)

  • CIS scheme

  • Audit log/audit trail

  • Tax estimate

  • Customer statements

  • Accrual dates

  • Postcode lookup

  • Full statement history

  • Archiving suppliers

Management report

The management report offers an easy and effective way to present the performance of the business to relevant colleagues. The report can be exported in PDF format and printed if required for a meeting, and also has a webview option so you can present the report directly from the live Clear Books site.

Management report example
Purchases

Bill creation, purchase orders, recharge cost, recurring expenses, millage...

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Tax

VAT return submission to HMRC, construction industry scheme, flat rate scheme...

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Taxes

VAT return submission to HMRC, construction industry scheme, flat rate scheme...