Reporting

ZotaBooks comes with a collection of reports, enabling you to see what is going on in your business.

Some of the reports available are outlined below:

  • Income Statement (Profit and Loss)
  • Balance Sheet
  • Cashflow for next 5 months
  • Cashflow for next 6 to 12 months
  • Time Booked against a project
  • Time booked by user
  • User chargeability (time billable to clients as a percentage of total time worked)
  • Timesheet monthly calendar view
  • Invoice Status
  • Invoices Cancelled
  • Invoices Written Off
  • Invoices Paid
  • Invoices due for payment
  • Invoices by status
  • Current shareholding
  • Shareholding changes over time
  • Trial Balance for Month
  • Trial Balance Grouped by Classification
  • Trial Balance for Six Month Period
  • Trial Balance Opening, Movements and Closing
  • VAT return summary
  • VAT return transactions
  • Bank statement transaction for a period
  • Bank account current balance and status
  • Corporation Tax Calculation for company tax year
  • Corporation Tax summary
  • Expenses Summary
  • Expenses by Project
  • Expenses for User
  • Expenses for User By Project
  • List of accounting adjustments by status
  • List of accounting adjustments posted
  • List of accounting adjustments reversed

We continuously add reports, if there is something you need you can request it and we will look to schedule it.  

Running Reports is Easy with ZotaBooks

Run a report in a couple of clicks, let us show you how in the video below:

Scroll to top