Quick Start Guide

Thereforeâ„¢ Online SMB comes packaged with some pre-configured reports to help you analyze some of the most important data saved in your system. Five different types of reports are available:

•AP Invoice Report (based on the category AP Invoice)

•AR Invoice Report (based on the category AR Invoice)

•Expense Report (based on the category Expense Report)

•General Contract Report (based on the category General Contract)

•Service Ticket Report (based on the category Service Ticket)

These default reports allow you to analyze common data important to SMBs, maintain an overview of your information, and locate the source of process inefficiencies or bottlenecks. Complete descriptions of all default reports can be found starting in the next section.

How can I find and view reports?