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Knowledge Base
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Reports
  • Payments
    • Income & Receiving Payments
    • Invoicing
    • Expenses & Sending Payments
    • Customers
    • Vendors
    • Lockbox
    • Mobile
    • Merchant Processing (Charge Cards)
    • FINSYNC's Limited Plan
  • Banking & Cash Flow
    • Overview of Banking Tab
    • Understanding Transactions
    • General Business
    • Banking Settings
  • Payroll & Projects
    • Payroll
    • Projects
    • Associates
    • Setting Up Employee Profiles
    • Timeclock
  • Reports
    • General Reporting
    • Journal Entries
    • Assets & Liabilities
    • Attributes
  • Getting Started
    • General Information
    • Users & Permissions
    • Account Profiles
  • Service Partner Community
    • Featured
  • Lender Partner Community
    • Getting Started
    • Lender Experience
    • Digital Transformation
      Back to home
      1. Knowledge Base
      2. Reports
      • Payments
        • Income & Receiving Payments
        • Invoicing
        • Expenses & Sending Payments
        • Customers
        • Vendors
        • Lockbox
        • Mobile
        • Merchant Processing (Charge Cards)
        • FINSYNC's Limited Plan
      • Banking & Cash Flow
        • Overview of Banking Tab
        • Understanding Transactions
        • General Business
        • Banking Settings
      • Payroll & Projects
        • Payroll
        • Projects
        • Associates
        • Setting Up Employee Profiles
        • Timeclock
      • Reports
        • General Reporting
        • Journal Entries
        • Assets & Liabilities
        • Attributes
      • Getting Started
        • General Information
        • Users & Permissions
        • Account Profiles
      • Service Partner Community
        • Featured
      • Lender Partner Community
        • Getting Started
        • Lender Experience
        • Digital Transformation

      Reports

      Understand how to Use FINSYNC's reports and charts for visibility into your company's finances.

      General Reporting

      • How to Access the Audit Trail
      • Overview of Trial Balance Report
      • Locating the 1099 Report
      • How to Export Reports as either CSV & PDF
      • How to Track Payments using FINSYNC's Pay Report
      • How to Run Comparative Reports
      • Reports: A/R Aging Explained
      • Discrepancies Between Banking Tab and Reports
      • Using the 1099 Payment Report
      • How to Set Reporting to Either Cash or Accrual:
      • How to Edit Your Chart of Accounts
      • How to Balance Your Opening Balances
      • Understanding Your Accounting Start Date
      • How to Set General Ledger Accounts for Payroll
      See more

      Journal Entries

      • Journal Entries & New Transactions on Credit Cards
      • Journal Entries & New Transactions on Bank Accounts
      • How to Create Single Journal Entries

      Assets & Liabilities

      • Opening Balances of Assets & Liabilities
      • The Basics of Assets & Liabilities
      • General Ledger Account Types Explained

      Attributes

      • How to Create Departments & Locations for Attributes
      • Overview of Attributes (Classes)
      • How to Filter by a Single Attribute
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