• How to Use the Timesheet Overview Report

  The Timesheet Overview Report in COUNT allows managers and team leads to efficiently view and analyze time entries across all team members. With filtering and exporting options tailored for payroll processing, this report provides a streamlined overview of project efforts and time allocations, making it easier to manage projects and understand team productivity. Accessing the Timesheet Overview Report Go to the Reports section under the Employee & Time Management header. SFew readers

• Improve Cash Flow Management with the Aged Receivables Report in COUNT

  The Aged Receivables Report in COUNT is a valuable tool for managing customer invoices, identifying overdue payments, and ensuring a steady cash flow. By categorizing receivables based on the number of days they’re overdue, this report enables you to prioritize collections and focus on customers who need follow-up. With this report, you gain clarity on outstanding payments, helping you make informed financial decisions. How to Access the Aged Receivables Report To get started with thisFew readers

• Accrual & Cash-Basis Reporting

  COUNT provides versatile reporting options, allowing you to choose between Accrual- and Cash-Basis reporting depending on your business needs. Here's everything you need to know about these reporting methods: Accrual-Basis Reporting: Accrual-basis reporting captures all transactions, including those that are due but not yet received or paid (Accounts Receivable/Payable). This method provides a comprehensive view of your business's financial performance over a given period. Cash-Basis RepoFew readers

• Understanding Category Breakdown Report

  The Category Breakdown report can be accessed by going to Reports under the Financial Statements header in COUNT. This report provides an organized view of your income and expenses across various categories, offering a clear picture of where your money is coming from and where it’s going. Customizable Options You can tailor the Category Breakdown report by: Date Range: Select a specific financial period to analyze yearly, quarterly, or monthly data. Type: ChooFew readers

• How to read a profit & loss statement

  Understanding your business's financial health is crucial for informed decision-making, and the Profit & Loss statement (P&L) serves as a vital tool in this regard. Let's delve into the essentials of interpreting a P&L statement in COUNT: What is a Profit & Loss Statement? The Profit & Loss statement, also known as the Income Statement, provides a snapshot of your business's financial performance over a specific period. It showcases the total revenue generated and the total expenses incurredFew readers

• Analyzing Profit & Loss by Tags

  To access the Profit & Loss by Tags report, go to Reports under the Financial Statements header in COUNT. This report offers insights into profitability segmented by specific tags like teams, departments, or any custom categories that you assign to transactions. It’s an invaluable tool for business owners and managers looking to understand the financial performance of different segments within their organization. Customizable Options The Profit & Loss by Tags report allows yFew readers

• Understanding Your Taxable vs Non-Taxable Income

  The Income by Taxable vs Non-Taxable Report in COUNT is an essential tool for business owners who need clear visibility into their revenue streams and tax liabilities. By distinguishing between taxable and non-taxable income on an account level, this report provides a comprehensive view that can help in tax planning, compliance, and financial analysis. Accessing the Taxable vs Non-Taxable Income Report To access this report: Navigate to the Report section under the Financial SFew readers

• How to read a balance sheet

  A balance sheet serves as a snapshot of a business's financial health, detailing its assets, liabilities, and equity. Let's explore the fundamentals of reading a balance sheet and unlocking valuable insights into your business's financial standing: The Core Accounting Equation: At the heart of every balance sheet lies the core accounting equation: Assets = Liabilities + Equity. This equation encapsulates the essence of a business's financial structure, representing everything the businessFew readers

• Uncover Key Revenue Insights with the Income by Customer Report

  The Income by Customer Report in COUNT is a powerful tool designed to help you manage customer relationships and gain critical insights into your revenue sources. By breaking down income by customer, this report shows which clients contribute the most to your business, enabling you to prioritize relationships, identify overdue payments, and assess overall customer value. Accessing the Income by Customer Report To access this report: Go to the Report section under the CustomersFew readers