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Capabilities
State Tax Reporting
Quickly generate state-specific reports to meet varying state requirements, ensuring compliance with ease.
Payment Processing Reports
Reports tie together invoices, orders, and payments, providing comprehensive insights into financial transactions.
Margin Reports
Gain a comprehensive understanding of profit margins by analyzing expenses against revenue, enabling better financial decision-making.
Sales Reports by Account Type or Rep
Track team performance with detailed reports by Sales Rep or account type, uncovering opportunities to refine and enhance your sales strategy.
Inventory Turn Reporting
Monitor the amount of inventory turns your team is generating to make better business decisions.
Month over Month and Year over Year Comparison Reports
Monitor your business health over time with performance reports comparing month over month or year over year.
Benefits
Ensure compliance with state requirements when you use state tax report templates.
Monitor costs to improve cost control and boost profitability.
Empower users with access to crucial data for informed decision-making.
Visualize margins for informed decisions that drive maximum profits.
Customize reports and dashboards for efficient, role-specific workflows.
