M-14 · Insight
Reports & Analytics
Every number the firm reports on, generated on demand.
What it does
Compliance, finance, sales and field reporting from the same records the rest of the platform writes to. Nothing is re-keyed into a spreadsheet to produce a return.
- Compliance — GST summary and TDS report
- Finance — project finance summary, project detailed report, vendor finance summary, and invoice report with ageing
- Sales — quotation register, quotation summary, quotation grouped by product, and a client-safe version without pricing
- Treasury and field — bank and cash transaction reports
Works with
Modules are integrated by default — these share the same records.
Reports & Analytics is one of 16 modules, all sharing one login, one customer and one chart of accounts.