What Are Cross-Account Reports?

The Cross-Accounts Reports are reports you can generate to provide information among all or some of your accounts. 

  • Consolidated Accounts Payable Report: This report allows you to view Balances across various accounts you run. Use the Date field to display Balances information up to that date. The Accounts field will provide information based on specific databases. You can choose one database, a few databases, or all of them.
  • Consolidated Profit & Loss Report: Use this report to view your Income and Expenses broken down by Budget Category.
  • Consolidated Transactions Report: Use this report to view all transactions of a certain type (or types) across whichever accounts you choose.
  • Login Summary Report: Review recent login activity to ensure no unexpected behavior or other dangerous activity is occurring in firm accounts you have access to.

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