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Financial reports

HAQ ERP reports read posted accounting and operational data through allowlisted report definitions.

Available reports​

  • Trial Balance.
  • General Ledger.
  • Profit and Loss.
  • Balance Sheet.
  • Accounts receivable aging.
  • Accounts payable aging.
  • Partner Ledger.
  • Cash and bank movement.
  • Inventory movements.
  • Inventory status with value.
  • UK VAT Return.
  • Operating company summary and selected-company reporting.

Statement layouts​

Profit and Loss and Balance Sheet layouts can be configured with headings, account selections, add/subtract signs, and safe formulas. Use this to match management-reporting formats without changing the chart of accounts.

Ask Accounting​

Ask Accounting is a read-only assistant. It chooses from documented reports and typed filters only. It cannot run SQL, post transactions, or change records.

If a question times out, narrow the date range or run the deterministic report directly from Financial Reports.