- Open Reports in the menu. Choose a tab at the top: Overview, Receivables, VAT or Customers & products.
- Choose a period: This month, Last month, This quarter, Last quarter, This year, Last year or Custom with your own dates. The period is included in the link, so you can share or save it.
- Enable Compare with previous period to compare each card with the preceding period. If both periods were zero, you will see No difference.
- Turnover is sales invoices minus credit notes, based on the invoice date. Costs are approved purchase invoices. Profit or loss is turnover minus costs. Outstanding is what customers still need to pay.
- Drafts and unapproved scans never count. Archived documents do count.
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