Reports and Excel
The Reports tab sums up the day and the period: how much credit was written, how much was collected, who is overdue. You can export your whole book to Excel at any time.
Updated:
Day summary
Today’s credit given, payments received and the net amount into the till, all on one screen. One look is enough before you close the till.
Excel and CSV
From Settings, export the whole book as .xlsx or .csv: customers, balances and entries. Your data is never locked inside the app; you can send this file to your accountant too.
A deeper look with Pro
- Excel reports for any date range
- Balances on a past date ("who owed how much on 31 March?")
- A 12-month chart, debt age and average time to collect
- One total across different currencies (at current rates)
- For Turkish lira books: how much old dues have lost to inflation (with Turkish central bank, TCMB, data)
You can also work out what inflation does to money owed to you without the app: the inflation debt calculator.
Questions
Can I bring data in from Excel?
Yes. You can import an Excel or CSV file with balances or dated entries, or paste cells.
Do reports need the internet?
No. Reports are worked out from the entries on your phone.