Executive
How is my business doing?
Overall view of sales, cash, stock, debtors, expenses, profit and tax risk.
Generate PDFReports
Ask a business question. Get a clear answer.
Reports are organised around what owners need to know, with export-ready detail available when finance teams need it.
Solva Copilot
I will explain reports in plain language first, then let power users open the accounting detail behind the numbers.
Owner Reports
The reports an owner opens first.
These are grouped by business questions so an owner can understand sales, cash, profit, stock, customers, expenses and VAT without hunting through accounting terms.
Executive
What happened today?
Sales, collections, expenses, profit, unpaid invoices and stock alerts for today.
Generate PDFFinance
Am I making profit?
Shows whether the business is making money after stock cost and expenses.
Generate PDFExecutive
Where is my money?
Cash, bank, M-Pesa, money collected, money spent and expected collections.
Generate PDFCustomers
Who owes me?
Customers owing money, amount owed, age of debt and follow-up priority.
Generate PDFInventory
What stock needs action?
Low stock, dead stock, fast movers, slow movers, stock value and reorder risk.
Generate PDFExecutive
What is selling best?
Products driving the most sales, movement and margin.
Generate PDFExecutive
Who are my best customers?
Best customers, declining customers, unpaid customers and buying trends.
Generate PDFSales
Which customers make profit?
Shows revenue, FIFO stock cost, gross profit and margin for each customer.
Generate PDFSales
Which supplier/source gives margin?
Separates profit by direct supplier, local market, spot purchase and named supplier.
Generate PDFFinance
Where is money being spent?
Fuel, wages, rent, repairs, electricity, internet and miscellaneous spending.
Generate PDFTax
What do I need for VAT?
VAT-ready sales for a date range selected by the accountant.
Generate PDFDocuments available
170
PDF, Excel and print-ready business documents.
Report categories
12
Owner, sales, stock, cash, finance and tax views.
Killer documents
9
Insight-led reports that explain what to do next.
Scheduled reports
Ready
Email-ready and download-ready foundation.
Fast document downloads
Preview, download or print the documents used every day.
Each export uses Solva Trade branding, tenant details, document context, generation date and a faint watermark.
Inventory
Product Master Report
Complete product catalogue with setup details, units, pack conversion, VAT treatment, cost, selling price, stock value and reorder status.
Inventory
Product Inventory Usage Report
Inventory Count-style operational report with its own professional columns, live inventory context and PDF, Excel, CSV and print formats.
Inventory
Inventory Aging Report
Inventory Count-style operational report with its own professional columns, live inventory context and PDF, Excel, CSV and print formats.
Sales
Sales Receipt
Customer-facing sales document with item lines, taxes, totals, payment and delivery context.
Sales
Invoice
Customer-facing sales document with item lines, taxes, totals, payment and delivery context.
Sales
Basic Daily Sales Report
Sales management report adapted from professional sales-report templates and backed by posted invoices, invoice items, customers and source-cost allocations.
Sales
Daily Sales KPI Report
Sales management report adapted from professional sales-report templates and backed by posted invoices, invoice items, customers and source-cost allocations.
Sales
Sales Tracking Report
Sales management report adapted from professional sales-report templates and backed by posted invoices, invoice items, customers and source-cost allocations.
Sales
Profit by Customer Report
FIFO source-cost sales report separating customer, supplier, direct-supplier, local-market, spot and emergency stock profitability.
Sales
Profit by Supplier and Source Report
FIFO source-cost sales report separating customer, supplier, direct-supplier, local-market, spot and emergency stock profitability.
Purchasing
Goods Received Note (GRN)
Supplier and stock-receiving document with purchase, approval, receipt and matching details.
Sales
Daily Sales Report
Customer-facing sales document with item lines, taxes, totals, payment and delivery context.
Finance
Cashbook
Finance and accounting document with audit-ready references, balances, journals and approvals.
Finance
Daily Expense Report
Plain office expense report backed by posted expense rows, with amount spent, payee, paid-from source and optional input VAT.
Finance
Expense Analysis Report
Plain office expense report backed by posted expense rows, with amount spent, payee, paid-from source and optional input VAT.
Finance
Profit and Loss Report
Finance and accounting document with audit-ready references, balances, journals and approvals.
Finance
Trial Balance Report
Finance and accounting document with audit-ready references, balances, journals and approvals.
Finance
Balance Sheet
Finance and accounting document with audit-ready references, balances, journals and approvals.
Finance
Payment Voucher
Finance and accounting document with audit-ready references, balances, journals and approvals.
Tax
VAT Report
Tax compliance document with taxable values, references, filing periods and evidence.
Tax
KRA ETR Sales Report
Tax compliance document with taxable values, references, filing periods and evidence.
Customers
Customer Aging Report
Customer document with profile, credit, ageing, buying history and performance details.
Inventory
Inventory Valuation Report
Inventory control document for quantities, warehouses, batches, movements and valuation.
Executive
Business Health Report
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Executive
Profit Leakage Report
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Executive
Business Action Plan
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Central Reports Centre
Reports grouped by daily, weekly, monthly and annual use.
Every report remains available by business area below, but these period groups make it easier for owners, staff and accountants to know what to open first.
Daily Reports
Operational reports used before, during and after today's work.
Executive
Morning Business Brief
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Sales
Basic Daily Sales Report
Sales management report adapted from professional sales-report templates and backed by posted invoices, invoice items, customers and source-cost allocations.
Sales
Daily Sales Report
Customer-facing sales document with item lines, taxes, totals, payment and delivery context.
Sales
Daily Sales KPI Report
Sales management report adapted from professional sales-report templates and backed by posted invoices, invoice items, customers and source-cost allocations.
Sales
Hourly Sales Report
Sales management report adapted from professional sales-report templates and backed by posted invoices, invoice items, customers and source-cost allocations.
Sales
Sales Rep Daily Report
Sales management report adapted from professional sales-report templates and backed by posted invoices, invoice items, customers and source-cost allocations.
Inventory
Product Master Report
Complete product catalogue with setup details, units, pack conversion, VAT treatment, cost, selling price, stock value and reorder status.
Inventory
Product Inventory Usage Report
Inventory Count-style operational report with its own professional columns, live inventory context and PDF, Excel, CSV and print formats.
Inventory
Inventory Discrepancy Report
Inventory Count-style operational report with its own professional columns, live inventory context and PDF, Excel, CSV and print formats.
Inventory
Inventory Damage Report
Inventory Count-style operational report with its own professional columns, live inventory context and PDF, Excel, CSV and print formats.
Inventory
Reorder List
Inventory control document for quantities, warehouses, batches, movements and valuation.
Finance
Cashbook
Finance and accounting document with audit-ready references, balances, journals and approvals.
Finance
Daily Expense Report
Plain office expense report backed by posted expense rows, with amount spent, payee, paid-from source and optional input VAT.
Distribution
Driver Collection Summary
Route and delivery document for drivers, vehicle stock, proof, returns and collections.
Weekly Reports
Review movement, debt, supplier performance and stock risk every week.
Sales
Sales Summary Report
Customer-facing sales document with item lines, taxes, totals, payment and delivery context.
Sales
Weekly Sales Activity Report
Sales management report adapted from professional sales-report templates and backed by posted invoices, invoice items, customers and source-cost allocations.
Sales
Weekly Sales Call Report
Sales management report adapted from professional sales-report templates and backed by posted invoices, invoice items, customers and source-cost allocations.
Sales
Weekly Route Sales Report
Sales management report adapted from professional sales-report templates and backed by posted invoices, invoice items, customers and source-cost allocations.
Sales
Deal Loss Reasons Report
Sales management report adapted from professional sales-report templates and backed by posted invoices, invoice items, customers and source-cost allocations.
Customers
Customer Aging Report
Customer document with profile, credit, ageing, buying history and performance details.
Inventory
Weekly Inventory Report
Inventory Count-style operational report with its own professional columns, live inventory context and PDF, Excel, CSV and print formats.
Inventory
Stock Movement Report
Inventory control document for quantities, warehouses, batches, movements and valuation.
Inventory
Inventory Aging Report
Inventory Count-style operational report with its own professional columns, live inventory context and PDF, Excel, CSV and print formats.
Inventory
Inventory Audit Report
Inventory Count-style operational report with its own professional columns, live inventory context and PDF, Excel, CSV and print formats.
Inventory
Slow-Moving Stock Report
Inventory control document for quantities, warehouses, batches, movements and valuation.
Finance
Weekly Expense Report
Plain office expense report backed by posted expense rows, with amount spent, payee, paid-from source and optional input VAT.
Purchasing
Supplier Price Comparison
Source-aware purchasing report showing direct supplier, local market, spot and emergency buying impact on margin.
Executive
Cash Recovery Report
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Monthly Reports
Management, accountant and owner packs for month-end review.
Sales
Monthly Sales Report
Customer-facing sales document with item lines, taxes, totals, payment and delivery context.
Sales
Monthly Retail Sales Summary Report
Sales management report adapted from professional sales-report templates and backed by posted invoices, invoice items, customers and source-cost allocations.
Sales
Monthly Sales Report Dashboard
Sales management report adapted from professional sales-report templates and backed by posted invoices, invoice items, customers and source-cost allocations.
Sales
Sales Tracking Report
Sales management report adapted from professional sales-report templates and backed by posted invoices, invoice items, customers and source-cost allocations.
Sales
Profit by Customer Report
FIFO source-cost sales report separating customer, supplier, direct-supplier, local-market, spot and emergency stock profitability.
Sales
Profit by Supplier and Source Report
FIFO source-cost sales report separating customer, supplier, direct-supplier, local-market, spot and emergency stock profitability.
Inventory
Monthly Inventory Report
Inventory Count-style operational report with its own professional columns, live inventory context and PDF, Excel, CSV and print formats.
Inventory
Inventory Sales Report
Inventory Count-style operational report with its own professional columns, live inventory context and PDF, Excel, CSV and print formats.
Finance
Monthly Expense Report
Plain office expense report backed by posted expense rows, with amount spent, payee, paid-from source and optional input VAT.
Finance
Expense Analysis Report
Plain office expense report backed by posted expense rows, with amount spent, payee, paid-from source and optional input VAT.
Finance
Profit and Loss Report
Finance and accounting document with audit-ready references, balances, journals and approvals.
Finance
Balance Sheet
Finance and accounting document with audit-ready references, balances, journals and approvals.
Finance
Trial Balance Report
Finance and accounting document with audit-ready references, balances, journals and approvals.
Tax
VAT Report
Tax compliance document with taxable values, references, filing periods and evidence.
Tax
KRA ETR Sales Report
Tax compliance document with taxable values, references, filing periods and evidence.
Executive
Business Health Report
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Executive
Profit Leakage Report
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Annual Reports
Year-end, compliance and strategic performance reports.
Finance
General Ledger
Finance and accounting document with audit-ready references, balances, journals and approvals.
Sales
Quarterly Sales Report
Sales management report adapted from professional sales-report templates and backed by posted invoices, invoice items, customers and source-cost allocations.
Sales
Annual Sales Performance Report
Sales management report adapted from professional sales-report templates and backed by posted invoices, invoice items, customers and source-cost allocations.
Sales
Year-End Sales Report
Sales management report adapted from professional sales-report templates and backed by posted invoices, invoice items, customers and source-cost allocations.
Inventory
Annual Inventory Report
Inventory Count-style operational report with its own professional columns, live inventory context and PDF, Excel, CSV and print formats.
Finance
Annual Expense Report
Plain office expense report backed by posted expense rows, with amount spent, payee, paid-from source and optional input VAT.
Finance
Budget vs Actual Report
Finance and accounting document with audit-ready references, balances, journals and approvals.
Tax
Tax Compliance Summary
Tax compliance document with taxable values, references, filing periods and evidence.
Compliance
Audit Trail Report
Audit and compliance document with user, approval, login and data-change evidence.
System
Usage Report
System and subscription document for billing, license, usage and setup records.
Executive
Branch Performance Report
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Pinned for owners
Executive Dashboard
Business Health
VAT Return Preparation
Trial Balance
Send automatically
Daily report schedule
Weekly report schedule
Monthly report schedule
Quarterly report schedule
Document actions
Killer documents
These reports do more than list records. They explain business health, cash recovery, profit leakage, stock opportunities and next actions.
Business Health Report
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Morning Business Brief
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Profit Leakage Report
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Cash Recovery Report
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Inventory Opportunity Report
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Route Profitability Report
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Customer Intelligence Report
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Executive Board Report
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Business Action Plan
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Business Documents & Reports Centre
Every document is available in PDF, Excel and Print formats from its business area and this centre.
Sales
36 documentsQuotation
Customer-facing sales document with item lines, taxes, totals, payment and delivery context.
Available inside Sales workflows and the document centre.
Proforma Invoice
Customer-facing sales document with item lines, taxes, totals, payment and delivery context.
Available inside Sales workflows and the document centre.
Invoice
Customer-facing sales document with item lines, taxes, totals, payment and delivery context.
Available inside Sales workflows and the document centre.
Tax Invoice
Customer-facing sales document with item lines, taxes, totals, payment and delivery context.
Available inside Sales workflows and the document centre.
Simplified Invoice
Customer-facing sales document with item lines, taxes, totals, payment and delivery context.
Available inside Sales workflows and the document centre.
Credit Note
Customer-facing sales document with item lines, taxes, totals, payment and delivery context.
Available inside Sales workflows and the document centre.
Debit Note
Customer-facing sales document with item lines, taxes, totals, payment and delivery context.
Available inside Sales workflows and the document centre.
Sales Receipt
Customer-facing sales document with item lines, taxes, totals, payment and delivery context.
Shown after submitting a sale or customer payment.
Dispatch Note
Customer-facing sales document with item lines, taxes, totals, payment and delivery context.
Available inside Sales workflows and the document centre.
Customer Statement
Customer-facing sales document with item lines, taxes, totals, payment and delivery context.
Available inside Sales workflows and the document centre.
Outstanding Balance Statement
Customer-facing sales document with item lines, taxes, totals, payment and delivery context.
Available inside Sales workflows and the document centre.
Sales Order
Customer-facing sales document with item lines, taxes, totals, payment and delivery context.
Available inside Sales workflows and the document centre.
Sales Return Note
Customer-facing sales document with item lines, taxes, totals, payment and delivery context.
Available inside Sales workflows and the document centre.
Sales Summary Report
Customer-facing sales document with item lines, taxes, totals, payment and delivery context.
Available inside Sales workflows and the document centre.
Basic Daily Sales Report
Sales management report adapted from professional sales-report templates and backed by posted invoices, invoice items, customers and source-cost allocations.
Available from Sales reports and grouped by period in the central Reports Centre.
Daily Sales Report
Customer-facing sales document with item lines, taxes, totals, payment and delivery context.
Available inside Sales workflows and the document centre.
Daily Sales KPI Report
Sales management report adapted from professional sales-report templates and backed by posted invoices, invoice items, customers and source-cost allocations.
Available from Sales reports and grouped by period in the central Reports Centre.
Hourly Sales Report
Sales management report adapted from professional sales-report templates and backed by posted invoices, invoice items, customers and source-cost allocations.
Available from Sales reports and grouped by period in the central Reports Centre.
Sales Rep Daily Report
Sales management report adapted from professional sales-report templates and backed by posted invoices, invoice items, customers and source-cost allocations.
Available from Sales reports and grouped by period in the central Reports Centre.
Weekly Sales Activity Report
Sales management report adapted from professional sales-report templates and backed by posted invoices, invoice items, customers and source-cost allocations.
Available from Sales reports and grouped by period in the central Reports Centre.
Weekly Sales Call Report
Sales management report adapted from professional sales-report templates and backed by posted invoices, invoice items, customers and source-cost allocations.
Available from Sales reports and grouped by period in the central Reports Centre.
Weekly Route Sales Report
Sales management report adapted from professional sales-report templates and backed by posted invoices, invoice items, customers and source-cost allocations.
Available from Sales reports and grouped by period in the central Reports Centre.
Sales Tracking Report
Sales management report adapted from professional sales-report templates and backed by posted invoices, invoice items, customers and source-cost allocations.
Available from Sales reports and grouped by period in the central Reports Centre.
Deal Loss Reasons Report
Sales management report adapted from professional sales-report templates and backed by posted invoices, invoice items, customers and source-cost allocations.
Available from Sales reports and grouped by period in the central Reports Centre.
Monthly Sales Report
Customer-facing sales document with item lines, taxes, totals, payment and delivery context.
Available inside Sales workflows and the document centre.
Monthly Retail Sales Summary Report
Sales management report adapted from professional sales-report templates and backed by posted invoices, invoice items, customers and source-cost allocations.
Available from Sales reports and grouped by period in the central Reports Centre.
Monthly Sales Report Dashboard
Sales management report adapted from professional sales-report templates and backed by posted invoices, invoice items, customers and source-cost allocations.
Available from Sales reports and grouped by period in the central Reports Centre.
Quarterly Sales Report
Sales management report adapted from professional sales-report templates and backed by posted invoices, invoice items, customers and source-cost allocations.
Available from Sales reports and grouped by period in the central Reports Centre.
Annual Sales Performance Report
Sales management report adapted from professional sales-report templates and backed by posted invoices, invoice items, customers and source-cost allocations.
Available from Sales reports and grouped by period in the central Reports Centre.
Year-End Sales Report
Sales management report adapted from professional sales-report templates and backed by posted invoices, invoice items, customers and source-cost allocations.
Available from Sales reports and grouped by period in the central Reports Centre.
Sale Source Profitability Report
FIFO source-cost sales report separating customer, supplier, direct-supplier, local-market, spot and emergency stock profitability.
Available from Sales reports, the owner profit area and the owner document centre after posted sales consume stock.
Profit by Purchase Source Report
FIFO source-cost sales report separating customer, supplier, direct-supplier, local-market, spot and emergency stock profitability.
Available from Sales reports, the owner profit area and the owner document centre after posted sales consume stock.
Profit by Customer Report
FIFO source-cost sales report separating customer, supplier, direct-supplier, local-market, spot and emergency stock profitability.
Available from Sales reports, the owner profit area and the owner document centre after posted sales consume stock.
Profit by Supplier and Source Report
FIFO source-cost sales report separating customer, supplier, direct-supplier, local-market, spot and emergency stock profitability.
Available from Sales reports, the owner profit area and the owner document centre after posted sales consume stock.
Direct Supplier Stock Profit Report
FIFO source-cost sales report separating customer, supplier, direct-supplier, local-market, spot and emergency stock profitability.
Available from Sales reports, the owner profit area and the owner document centre after posted sales consume stock.
Purchasing
14 documentsPurchase Requisition
Supplier and stock-receiving document with purchase, approval, receipt and matching details.
Available inside Purchasing workflows and the document centre.
Request for Quotation (RFQ)
Supplier and stock-receiving document with purchase, approval, receipt and matching details.
Available inside Purchasing workflows and the document centre.
Supplier Quotation Comparison
Supplier and stock-receiving document with purchase, approval, receipt and matching details.
Available inside Purchasing workflows and the document centre.
Purchase Order (PO)
Supplier and stock-receiving document with purchase, approval, receipt and matching details.
Available inside Purchasing workflows and the document centre.
Goods Received Note (GRN)
Supplier and stock-receiving document with purchase, approval, receipt and matching details.
Shown below the goods-received workflow after stock is received.
Supplier Delivery Note
Supplier and stock-receiving document with purchase, approval, receipt and matching details.
Available inside Purchasing workflows and the document centre.
Supplier Invoice Register
Supplier and stock-receiving document with purchase, approval, receipt and matching details.
Available inside Purchasing workflows and the document centre.
Supplier Statement
Supplier and stock-receiving document with purchase, approval, receipt and matching details.
Available inside Purchasing workflows and the document centre.
Purchase Return Note
Supplier and stock-receiving document with purchase, approval, receipt and matching details.
Available inside Purchasing workflows and the document centre.
Outstanding Supplier Balance Statement
Supplier and stock-receiving document with purchase, approval, receipt and matching details.
Available inside Purchasing workflows and the document centre.
Purchase Source Profitability Report
Source-aware purchasing report showing direct supplier, local market, spot and emergency buying impact on margin.
Available from Purchasing reports and the document centre for owner price decisions.
Direct vs Local Purchase Price Report
Source-aware purchasing report showing direct supplier, local market, spot and emergency buying impact on margin.
Available from Purchasing reports and the document centre for owner price decisions.
Emergency Purchase Impact Report
Source-aware purchasing report showing direct supplier, local market, spot and emergency buying impact on margin.
Available from Purchasing reports and the document centre for owner price decisions.
Inventory
25 documentsProduct Master Report
Complete product catalogue with setup details, units, pack conversion, VAT treatment, cost, selling price, stock value and reorder status.
Available from Products, Inventory Reports and the central Reports Centre after products are added.
Weekly Inventory Report
Inventory Count-style operational report with its own professional columns, live inventory context and PDF, Excel, CSV and print formats.
Available from Inventory Reports and grouped by period in the central Reports Centre.
Monthly Inventory Report
Inventory Count-style operational report with its own professional columns, live inventory context and PDF, Excel, CSV and print formats.
Available from Inventory Reports and grouped by period in the central Reports Centre.
Annual Inventory Report
Inventory Count-style operational report with its own professional columns, live inventory context and PDF, Excel, CSV and print formats.
Available from Inventory Reports and grouped by period in the central Reports Centre.
Inventory Damage Report
Inventory Count-style operational report with its own professional columns, live inventory context and PDF, Excel, CSV and print formats.
Available from Inventory Reports and grouped by period in the central Reports Centre.
Product Inventory Usage Report
Inventory Count-style operational report with its own professional columns, live inventory context and PDF, Excel, CSV and print formats.
Available from Inventory Reports and grouped by period in the central Reports Centre.
Inventory Sales Report
Inventory Count-style operational report with its own professional columns, live inventory context and PDF, Excel, CSV and print formats.
Available from Inventory Reports and grouped by period in the central Reports Centre.
Inventory Discrepancy Report
Inventory Count-style operational report with its own professional columns, live inventory context and PDF, Excel, CSV and print formats.
Available from Inventory Reports and grouped by period in the central Reports Centre.
Inventory Aging Report
Inventory Count-style operational report with its own professional columns, live inventory context and PDF, Excel, CSV and print formats.
Available from Inventory Reports and grouped by period in the central Reports Centre.
Inventory Audit Report
Inventory Count-style operational report with its own professional columns, live inventory context and PDF, Excel, CSV and print formats.
Available from Inventory Reports and grouped by period in the central Reports Centre.
Stock Card
Inventory control document for quantities, warehouses, batches, movements and valuation.
Available from Inventory, product records, stock counts, transfers and the document centre.
Bin Card
Inventory control document for quantities, warehouses, batches, movements and valuation.
Available from Inventory, product records, stock counts, transfers and the document centre.
Stock Movement Report
Inventory control document for quantities, warehouses, batches, movements and valuation.
Available from Inventory, product records, stock counts, transfers and the document centre.
Stock Adjustment Report
Inventory control document for quantities, warehouses, batches, movements and valuation.
Available from Inventory, product records, stock counts, transfers and the document centre.
Stock Transfer Note
Inventory control document for quantities, warehouses, batches, movements and valuation.
Available from Inventory, product records, stock counts, transfers and the document centre.
Warehouse Transfer Note
Inventory control document for quantities, warehouses, batches, movements and valuation.
Available from Inventory, product records, stock counts, transfers and the document centre.
Physical Stock Count Sheet
Inventory control document for quantities, warehouses, batches, movements and valuation.
Available from Inventory, product records, stock counts, transfers and the document centre.
Stock Variance Report
Inventory control document for quantities, warehouses, batches, movements and valuation.
Available from Inventory, product records, stock counts, transfers and the document centre.
Damaged Stock Report
Inventory control document for quantities, warehouses, batches, movements and valuation.
Available from Inventory, product records, stock counts, transfers and the document centre.
Expired Stock Report
Inventory control document for quantities, warehouses, batches, movements and valuation.
Available from Inventory, product records, stock counts, transfers and the document centre.
Stock Health Report
Inventory control document for quantities, warehouses, batches, movements and valuation.
Available from Inventory, product records, stock counts, transfers and the document centre.
Slow-Moving Stock Report
Inventory control document for quantities, warehouses, batches, movements and valuation.
Available from Inventory, product records, stock counts, transfers and the document centre.
Fast-Moving Stock Report
Inventory control document for quantities, warehouses, batches, movements and valuation.
Available from Inventory, product records, stock counts, transfers and the document centre.
Inventory Valuation Report
Inventory control document for quantities, warehouses, batches, movements and valuation.
Available from Inventory, product records, stock counts, transfers and the document centre.
Distribution
11 documentsDelivery Manifest
Route and delivery document for drivers, vehicle stock, proof, returns and collections.
Available from delivery runs, route sales, dispatch, reconciliation and the document centre.
Vehicle Loading Sheet
Route and delivery document for drivers, vehicle stock, proof, returns and collections.
Available from delivery runs, route sales, dispatch, reconciliation and the document centre.
Route Sheet
Route and delivery document for drivers, vehicle stock, proof, returns and collections.
Available from delivery runs, route sales, dispatch, reconciliation and the document centre.
Driver Dispatch Form
Route and delivery document for drivers, vehicle stock, proof, returns and collections.
Available from delivery runs, route sales, dispatch, reconciliation and the document centre.
Proof of Delivery (POD)
Route and delivery document for drivers, vehicle stock, proof, returns and collections.
Available from delivery runs, route sales, dispatch, reconciliation and the document centre.
Delivery Confirmation
Route and delivery document for drivers, vehicle stock, proof, returns and collections.
Available from delivery runs, route sales, dispatch, reconciliation and the document centre.
Return Goods Note
Route and delivery document for drivers, vehicle stock, proof, returns and collections.
Available from delivery runs, route sales, dispatch, reconciliation and the document centre.
Route Performance Report
Route and delivery document for drivers, vehicle stock, proof, returns and collections.
Available from delivery runs, route sales, dispatch, reconciliation and the document centre.
Driver Collection Summary
Route and delivery document for drivers, vehicle stock, proof, returns and collections.
Available from delivery runs, route sales, dispatch, reconciliation and the document centre.
Vehicle Stock Report
Route and delivery document for drivers, vehicle stock, proof, returns and collections.
Available from delivery runs, route sales, dispatch, reconciliation and the document centre.
Finance
23 documentsCashbook
Finance and accounting document with audit-ready references, balances, journals and approvals.
Available from Cash & Bank, Accounting, Financials and the document centre.
Petty Cash Report
Finance and accounting document with audit-ready references, balances, journals and approvals.
Available from Cash & Bank, Accounting, Financials and the document centre.
Payment Voucher
Finance and accounting document with audit-ready references, balances, journals and approvals.
Available from Cash & Bank, Accounting, Financials and the document centre.
Receipt Voucher
Finance and accounting document with audit-ready references, balances, journals and approvals.
Available from Cash & Bank, Accounting, Financials and the document centre.
Journal Voucher
Finance and accounting document with audit-ready references, balances, journals and approvals.
Available from Cash & Bank, Accounting, Financials and the document centre.
Bank Deposit Slip
Finance and accounting document with audit-ready references, balances, journals and approvals.
Available from Cash & Bank, Accounting, Financials and the document centre.
Bank Reconciliation Report
Finance and accounting document with audit-ready references, balances, journals and approvals.
Available from Cash & Bank, Accounting, Financials and the document centre.
Cash Flow Statement
Finance and accounting document with audit-ready references, balances, journals and approvals.
Available from Cash & Bank, Accounting, Financials and the document centre.
Profit and Loss Report
Finance and accounting document with audit-ready references, balances, journals and approvals.
Available from Cash & Bank, Accounting, Financials and the document centre.
Income Statement (Profit & Loss)
Finance and accounting document with audit-ready references, balances, journals and approvals.
Available from Cash & Bank, Accounting, Financials and the document centre.
Balance Sheet
Finance and accounting document with audit-ready references, balances, journals and approvals.
Available from Cash & Bank, Accounting, Financials and the document centre.
Trial Balance Report
Finance and accounting document with audit-ready references, balances, journals and approvals.
Available from Cash & Bank, Accounting, Financials and the document centre.
Trial Balance
Finance and accounting document with audit-ready references, balances, journals and approvals.
Available from Cash & Bank, Accounting, Financials and the document centre.
General Ledger
Finance and accounting document with audit-ready references, balances, journals and approvals.
Available from Cash & Bank, Accounting, Financials and the document centre.
Account Ledger
Finance and accounting document with audit-ready references, balances, journals and approvals.
Available from Cash & Bank, Accounting, Financials and the document centre.
Budget vs Actual Report
Finance and accounting document with audit-ready references, balances, journals and approvals.
Available from Cash & Bank, Accounting, Financials and the document centre.
Daily Expense Report
Plain office expense report backed by posted expense rows, with amount spent, payee, paid-from source and optional input VAT.
Available from Cash & Bank expenses and grouped by period in the central Reports Centre.
Weekly Expense Report
Plain office expense report backed by posted expense rows, with amount spent, payee, paid-from source and optional input VAT.
Available from Cash & Bank expenses and grouped by period in the central Reports Centre.
Monthly Expense Report
Plain office expense report backed by posted expense rows, with amount spent, payee, paid-from source and optional input VAT.
Available from Cash & Bank expenses and grouped by period in the central Reports Centre.
Annual Expense Report
Plain office expense report backed by posted expense rows, with amount spent, payee, paid-from source and optional input VAT.
Available from Cash & Bank expenses and grouped by period in the central Reports Centre.
Office Expense Report
Plain office expense report backed by posted expense rows, with amount spent, payee, paid-from source and optional input VAT.
Available from Cash & Bank expenses and grouped by period in the central Reports Centre.
Expense Summary Report
Plain office expense report backed by posted expense rows, with amount spent, payee, paid-from source and optional input VAT.
Available from Cash & Bank expenses and grouped by period in the central Reports Centre.
Tax
8 documentsVAT Report
Tax compliance document with taxable values, references, filing periods and evidence.
Available from Tax workflows and the document centre.
VAT Purchase Schedule
Tax compliance document with taxable values, references, filing periods and evidence.
Available from Tax workflows and the document centre.
VAT Sales Schedule
Tax compliance document with taxable values, references, filing periods and evidence.
Available from Tax workflows and the document centre.
KRA ETR Sales Report
Tax compliance document with taxable values, references, filing periods and evidence.
Available from Tax workflows and the document centre.
Withholding Tax Report
Tax compliance document with taxable values, references, filing periods and evidence.
Available from Tax workflows and the document centre.
Tax Summary
Tax compliance document with taxable values, references, filing periods and evidence.
Available from Tax workflows and the document centre.
eTIMS Submission Report
Tax compliance document with taxable values, references, filing periods and evidence.
Available from Tax workflows and the document centre.
Customers
7 documentsCustomer Profile
Customer document with profile, credit, ageing, buying history and performance details.
Available from customer profiles, Sales and the document centre.
Customer Credit Application
Customer document with profile, credit, ageing, buying history and performance details.
Available from customer profiles, Sales and the document centre.
Customer Aging Report
Customer document with profile, credit, ageing, buying history and performance details.
Available from customer profiles, Sales and the document centre.
Customer Transaction History
Customer document with profile, credit, ageing, buying history and performance details.
Available from customer profiles, Sales and the document centre.
Customer Purchase History
Customer document with profile, credit, ageing, buying history and performance details.
Available from customer profiles, Sales and the document centre.
Customer Loyalty Report
Customer document with profile, credit, ageing, buying history and performance details.
Available from customer profiles, Sales and the document centre.
Suppliers
5 documentsSupplier Profile
Supplier document with profile, purchasing, payment and performance details.
Available from supplier profiles, Purchasing and the document centre.
Supplier Performance Report
Supplier document with profile, purchasing, payment and performance details.
Available from supplier profiles, Purchasing and the document centre.
Supplier Purchase History
Supplier document with profile, purchasing, payment and performance details.
Available from supplier profiles, Purchasing and the document centre.
Supplier Aging Report
Supplier document with profile, purchasing, payment and performance details.
Available from supplier profiles, Purchasing and the document centre.
Executive
21 documentsExecutive Dashboard Pack
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Pinned inside the Business Documents & Reports Centre and owner dashboard.
Business Health Report
Insight reportInsight-led report with KPIs, commentary, recommendations and management-ready presentation.
Pinned inside the Business Documents & Reports Centre and owner dashboard.
Morning Business Brief
Insight reportInsight-led report with KPIs, commentary, recommendations and management-ready presentation.
Pinned inside the Business Documents & Reports Centre and owner dashboard.
KPI Report
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Pinned inside the Business Documents & Reports Centre and owner dashboard.
Top Customers Report
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Pinned inside the Business Documents & Reports Centre and owner dashboard.
Top Products Report
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Pinned inside the Business Documents & Reports Centre and owner dashboard.
Least Performing Products
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Pinned inside the Business Documents & Reports Centre and owner dashboard.
Profitability by Product
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Pinned inside the Business Documents & Reports Centre and owner dashboard.
Profitability by Customer
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Pinned inside the Business Documents & Reports Centre and owner dashboard.
Branch Performance Report
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Pinned inside the Business Documents & Reports Centre and owner dashboard.
Salesperson Performance Report
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Pinned inside the Business Documents & Reports Centre and owner dashboard.
Driver Performance Report
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Pinned inside the Business Documents & Reports Centre and owner dashboard.
Warehouse Performance Report
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Pinned inside the Business Documents & Reports Centre and owner dashboard.
Cash Position Report
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Pinned inside the Business Documents & Reports Centre and owner dashboard.
Profit Leakage Report
Insight reportInsight-led report with KPIs, commentary, recommendations and management-ready presentation.
Pinned inside the Business Documents & Reports Centre and owner dashboard.
Cash Recovery Report
Insight reportInsight-led report with KPIs, commentary, recommendations and management-ready presentation.
Pinned inside the Business Documents & Reports Centre and owner dashboard.
Inventory Opportunity Report
Insight reportInsight-led report with KPIs, commentary, recommendations and management-ready presentation.
Pinned inside the Business Documents & Reports Centre and owner dashboard.
Route Profitability Report
Insight reportInsight-led report with KPIs, commentary, recommendations and management-ready presentation.
Pinned inside the Business Documents & Reports Centre and owner dashboard.
Customer Intelligence Report
Insight reportInsight-led report with KPIs, commentary, recommendations and management-ready presentation.
Pinned inside the Business Documents & Reports Centre and owner dashboard.
Executive Board Report
Insight reportInsight-led report with KPIs, commentary, recommendations and management-ready presentation.
Pinned inside the Business Documents & Reports Centre and owner dashboard.
Operations
7 documentsDriver Handover Sheet
Daily operations document for drivers, vehicles, incidents and field accountability.
Available from Distribution, Operations and the document centre.
Driver Cash Declaration
Daily operations document for drivers, vehicles, incidents and field accountability.
Available from Distribution, Operations and the document centre.
Fuel Consumption Report
Daily operations document for drivers, vehicles, incidents and field accountability.
Available from Distribution, Operations and the document centre.
Vehicle Maintenance Log
Daily operations document for drivers, vehicles, incidents and field accountability.
Available from Distribution, Operations and the document centre.
Vehicle Inspection Checklist
Daily operations document for drivers, vehicles, incidents and field accountability.
Available from Distribution, Operations and the document centre.
Incident Report
Daily operations document for drivers, vehicles, incidents and field accountability.
Available from Distribution, Operations and the document centre.
Compliance
7 documentsAudit Trail Report
Audit and compliance document with user, approval, login and data-change evidence.
Available from Audit, Settings and the document centre.
User Activity Report
Audit and compliance document with user, approval, login and data-change evidence.
Available from Audit, Settings and the document centre.
Login History
Audit and compliance document with user, approval, login and data-change evidence.
Available from Audit, Settings and the document centre.
Approval History
Audit and compliance document with user, approval, login and data-change evidence.
Available from Audit, Settings and the document centre.
Inventory Adjustment Audit
Audit and compliance document with user, approval, login and data-change evidence.
Available from Audit, Settings and the document centre.
Financial Audit Report
Audit and compliance document with user, approval, login and data-change evidence.
Available from Audit, Settings and the document centre.
System
6 documentsSubscription Invoice
System and subscription document for billing, license, usage and setup records.
Available from Billing, Settings and the document centre.
Payment Receipt
System and subscription document for billing, license, usage and setup records.
Available from Billing, Settings and the document centre.
Renewal Notice
System and subscription document for billing, license, usage and setup records.
Available from Billing, Settings and the document centre.
Usage Report
System and subscription document for billing, license, usage and setup records.
Available from Billing, Settings and the document centre.
License Certificate
System and subscription document for billing, license, usage and setup records.
Available from Billing, Settings and the document centre.
Available areas
SalesPurchasingInventoryDistributionFinanceTaxCustomersSuppliersExecutiveOperationsComplianceSystem
Analytics catalogue
Power users can still access every report when they need the detailed view.
ExecutiveExecutive DashboardScreen, CSV, workbook and PDF-ready
ExecutiveBusiness HealthScreen, CSV, workbook and PDF-ready
ExecutiveMorning Brief ArchiveScreen, CSV, workbook and PDF-ready
ExecutiveKPI ReportScreen, CSV, workbook and PDF-ready
ExecutiveAlert ReportScreen, CSV, workbook and PDF-ready
ExecutiveTimeline ReportScreen, CSV, workbook and PDF-ready
ExecutiveRecommendation ReportScreen, CSV, workbook and PDF-ready
ExecutiveTrend ReportScreen, CSV, workbook and PDF-ready
ExecutiveBranch DashboardScreen, CSV, workbook and PDF-ready
ExecutiveExecutive PackScreen, CSV, workbook and PDF-ready
ExecutiveOperational DashboardScreen, CSV, workbook and PDF-ready
ExecutiveData Quality ReportScreen, CSV, workbook and PDF-ready
ExecutiveSystem Health ReportScreen, CSV, workbook and PDF-ready
FinancialProfit and Loss StatementScreen, CSV, workbook and PDF-ready
FinancialComparative Profit and LossScreen, CSV, workbook and PDF-ready
FinancialProfit and Loss versus BudgetScreen, CSV, workbook and PDF-ready
FinancialProfit and Loss by BranchScreen, CSV, workbook and PDF-ready
FinancialBalance SheetScreen, CSV, workbook and PDF-ready
FinancialComparative Balance SheetScreen, CSV, workbook and PDF-ready
FinancialCash Flow StatementScreen, CSV, workbook and PDF-ready
FinancialComparative Cash FlowScreen, CSV, workbook and PDF-ready
FinancialStatement of Changes in EquityScreen, CSV, workbook and PDF-ready
FinancialManagement Accounts PackScreen, CSV, workbook and PDF-ready
FinancialFinancial SummaryScreen, CSV, workbook and PDF-ready