Financial Reports

Know the numbers behind the work.

Review recorded income, expenses, overdue invoices and job margins. Use date ranges and report detail to understand what has been collected and what is still outstanding.

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Financial overview
REVENUE & COSTS

See the bigger picture.

Apr – Sep
● Revenue● Costs
Illustrative example · Sample data
Job profitability
Receivables aging
Profit and loss

Built for the work

Choose the report that answers it.

01

Job profitability

Compare net payments collected with recorded parts and labor costs for a work order. Review margin alongside the underlying job detail.

02

Receivables aging

Review outstanding invoices by age to decide which balances need follow-up.

03

Profit and loss

Review the revenue and cost categories calculated from your VoxPoint records for the selected period.

04

Cash flow

Compare recorded money coming in and going out over time, with transaction detail available for review.

05

Vendor spending

Review spending recorded against vendors to understand where business expenses are going.

06

CSV exports

Export supported financial reports for spreadsheet review. Tax-oriented summaries can help prepare a conversation with your accountant.

In your working day

Start with a business question

When a busy week does not translate into the margin you expected, review the recorded revenue and job costs. Check overdue invoices separately so you can distinguish completed work from money still waiting to be collected.

01

Choose the question

Use receivables aging to review unpaid invoices, cash flow for money movement, or job profitability to compare recorded job revenue and costs.

02

Review the period and records

Select a date range and inspect the results. Missing payments, costs or expenses will affect what the reports can tell you.

03

Export for review

Use CSV export on supported reports to review the figures in a spreadsheet or share them with your accountant.

Before you get started

Questions about financial reports.

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