Will there be a monthly settlement report?

There's no dedicated monthly settlement report yet, but everything you need to reconcile is already in the app:

  • Set Stats to This Month for the month's revenue, cash received, profit, and payment breakdown.
  • Supplier purchases on monthly terms collect under Unpaid Bills in Purchasing, where a whole month can be settled at once.
  • Customer on-account sales collect under Orders → Receivables, where a whole month can be settled at once.

If you need a monthly settlement report you can export or print, write to us with the fields you need — we prioritize development by the number of requests.