Report across your businesses without switching
Tick several businesses in the Profiles filter of a report and read them together, with a grand total in the base currency you choose.
Sales Report · 3 profiles
- Himal Mart
- Rs 412,860.50
- Total (NPR)
- Rs 693,896.50
In short
Seven reports, including Sales, Day Book, Profit & Loss and Receivables, have a Profiles filter that combines every business you own or are a member of. When they use different currencies, you pick a base currency and see a breakdown by currency and a converted grand total.
The problem it solves
An owner with a shop and a café has to open each business, export each report and add them up in a spreadsheet, and the totals are in two currencies.
How it works
4 steps, start to finish
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1
Open a report
Sales, Day Book, Party Statement, Items Sales & Purchase, Profit & Loss, Analytics or Receivables.
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2
Tick the profiles
The Profiles filter lists the businesses you own and the ones you are an active member of.
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3
Pick a base currency
If the businesses use different currencies, choose the one to total in.
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4
Read the total
See each business, a breakdown By currency and the converted total.
In detail
What cross-business reports does for you
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One filter
A Profiles checklist added to reports you already use, not a separate screen.
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Seven reports
Sales, Day Book, Party Statement, Items Sales & Purchase, Profit & Loss, Analytics and Receivables.
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Base currency
Mixed currencies are converted at published rates, with the rate date shown.
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Honest when rates fail
A missing rate is flagged as partial, and without rates the totals stay per currency.
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Only your businesses
You can only combine businesses you own or belong to.
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The ones you own and the ones where you are an active member.
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Choose a base currency; the summary converts each currency at published rates and says as of when. If a rate is missing it says the total is partial.
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It depends on your plan. The Profiles filter appears on these reports when your plan includes reports across businesses.
Works together with
- Several businesses and outlets on one login, each person with their own role.
- Amounts in the business's own currency, dates in the Nepali BS calendar if you keep books that way.
- Every sale, purchase, payment and expense of the day in one book.
- From Merchandise Revenue through COGS and Gross Profit to Net Profit.
- Who owes you and whom you owe, with a Party Statement for each.
Cross-business reports · Free to start
Try cross-business reports on your own business
Set up in a couple of minutes. Your catalogue, orders and books stay yours to export.
- Live in 2 minutes
- Free to start
- No credit card
