Whether you’re reviewing customer payments every month or meeting with your CPA to start tax planning, Exports help you get the data you need from Ambrook to be able to review efficiently.
What is available in Ambrook
Go to Settings > Export to find and download any of the following reports.
Transactions: A download of every transaction and transaction line item on your Ledger, and associated data such as tags and split amounts. This option is great for completing a custom analysis for your business, or grouping your transactions by Schedule F category.
Category Totals by Month: Monthly aggregations of your transaction data, with one row per category name. You can filter this data by date range and enterprise ahead of exporting it.
Income Statement: A standard financial statement that shows your overall business’s revenues and expenses during a particular time period.
Customer-Level Reports: We also offer an Invoice Aging Summary, Customer Balance Details, and Income by Customer reports that you can use to view and collect outstanding balances as the year-end approaches.
Bill and Invoice Detail Reports: To dig further into your Accounts Payable and Accounts Receivable, we provide exports of your Invoice Line Items, Invoice Payments, Bill Line Items, and Bill Payments.
What will be available in the future
We are actively building other self-serve reports to make your tax filing and business analytics workflows easier. The following are being prioritized at this time:
Balance Sheet
Detailed Income Statement
Detailed Balance Sheet
Income Statement by Enterprise
We are building these features with care because representing your financial information accurately is our number one priority. Until these reports are available within the product, we are happy to provide them upon request.
If there's another type of report you’d find useful, let us know – we’d love your feedback!