REPORTS & EXPORTS

Numbers you can hand to an accountant. And the rows behind them.

A summary is only useful if you can get at what it is made of. SUITE gives you both — the report on screen, and the records underneath it as a file.

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WHAT IS AVAILABLE

The reports a service business is actually asked for.

Profit and loss by category, and by month

Tax summary for a chosen year, scoped to the location you are working in

Accounts-receivable aging — current, 30, 60 and 90+ — computed from the same figures the invoice shows

1099 totals per subcontractor, with a flag when a W-9 is still missing

Mileage totals and IRS deduction for a tax year, per vehicle and per trip

CSV export from members, invoices, accounting, receipts, mileage, subcontractors and communications

01

Not a BI tool

There is no report builder and no custom dashboard designer. These are the specific reports a service business is asked for at tax time and month end.

02

Not a separate ledger

Every figure is computed from the records you already keep in SUITE, so a report cannot disagree with the document it came from.

03

Not location-blind

Reports follow the location you are in. Two branches are not silently added together.

01

Aging that matches the invoice

The balance in the aging report and the balance on the client's copy are produced by the same calculation.

02

Categorised, once

Categories you assign to transactions are remembered, so the same merchant is not re-categorised every month.

03

Export, then work

CSV is a starting point for your accountant's own tooling, not a dead end.

COMMON QUESTIONS

Can I build my own report?

No. There is no report builder. SUITE ships the specific reports a service business is actually asked for — profit and loss, tax summary, receivables aging, 1099 totals and mileage — plus CSV export of the records behind them.

Will the aging report match what my client sees?

Yes. The balance in the report and the balance on the client's copy of the invoice are produced by the same calculation, so the two cannot disagree.

Do reports combine my locations?

No. Reports follow the location you are working in. Two branches are never silently added together.

From $29.99/mo — all features included.

$29.99/mo

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