Sales overview
Compare invoice totals, paid amounts, outstanding balances, returns, and recent activity.
Reporting
Turn daily records into useful business decisions
Monitor sales, collections, expenses, taxes, customers, and profitability using reports based on the documents your team already creates.
Current answers without rebuilding the numbers
Use date filters and connected records to review performance, follow outstanding balances, and prepare financial information.
Expense analysis
Review spending by period and category to identify recurring or unusual costs.
Tax reporting
Summarize taxable values and tax amounts from sales and purchase documents.
Export and review
Use concise tables, filters, and print or export options for further review and sharing.
A clear four-step workflow
Each part follows the same practical patterns used throughout TopNote, making it easier for teams to learn and work consistently.
- 01
Choose the report
Open the sales, accounting, tax, cash, bank, or other report you need.
- 02
Set the period
Filter information by the relevant date range and available business criteria.
- 03
Review the detail
Move from summarized totals to the supporting transactions where available.
- 04
Share the result
Print or export the report when it needs to be reviewed outside the system.
See it working in your business
Try the system yourself or book a guided demonstration with our team.