Reports (Pro Plans)
← All docsView financial reports and understand your business performance.
Business Financials & Reports
The Business Financials dashboard transforms your Quotes, Invoices and Letters into live business insight. Navigate to: My Business → Business Finances This…
Cash vs Accrual Reporting Explained
JiffyTrade allows you to switch between Accrual and Cash Basis reporting inside the Business Financials dashboard. Navigate to: My Business → Business…
Understanding Overdue & “At Risk” Invoices
JiffyTrade automatically tracks unpaid invoices and categorises them based on how overdue they are. This information powers: The Paid vs Unpaid donut…
Understanding Quote → Invoice Conversion Rate
The Quote → Invoice Conversion Rate measures how effectively your quotes turn into paid work. You can view this metric inside: My…
Exporting Reports for Your Accountant
JiffyTrade allows you to export financial summaries in both CSV and PDF formats. Navigate to: My Business → Business Finances Before exporting,…
Using Reports to Improve Cash Flow
The Reports dashboard is not just for record keeping. It is a decision-making tool. Used correctly, it helps you: Increase revenue Reduce…