Does Bright AP provide any reporting options for reviewing sales invoices, receipts, or general financial activity?
Yes, Bright Accounts Production offers a comprehensive suite of reports to help you review all aspects of a client’s financial activity, including sales invoices, receipts, payments, and general ledger movements.
How to Access Reports
- Open the relevant Client Dataset
- From the left-hand menu, go to: Reports
Key Report Categories Available
- Sales Reports
- Invoice Details
- Aged Debtors
- Customer Statements
- Purchase Reports
- Supplier Balances
- Aged Creditors
- Purchase Ledger
- Banking Reports
- Bank Reconciliations
- Receipts and Payments Summary
- General Ledger
- Trial Balance
- Nominal Activity
- Journal Listings
- Other Reports
- Fixed Asset Register
- CRM Activity
- Management Accounts
Tip: Use Favourites
You can mark frequently used reports as Favourites, which will then appear under the Favourites tab at the top of the Reports page — giving you quicker access to commonly used views.