Generate Compliance-Ready Reports
Generate professional reports across revenue, receipts, expenses, accounting, and compliance categories.
Quick Steps
- 1Navigate to Reports
Click "Reports" in the sidebar to access the report generator.
- 2Select Report Category
Choose from Revenue, Receipts, Expenses, Accounting, or Compliance report categories.
- 3Set Parameters
Select the year and specific report type within the category.
- 4Generate and Download
Click "Generate" to download as JSON or CSV format. All reports are scoped to your active currency account.
Report Categories
Invoicemonk generates professional reports across five categories. Advanced reports are available on the SME and Biz plans.
Revenue Reports
- Revenue summary by period
- Revenue by client breakdown
- Aging analysis for outstanding invoices
Receipt Reports
- Payment receipt register
- Receipt verification audit
Expense Reports
- Expense summary by category
- Vendor-wise expense breakdown
Accounting Reports
- Profit & loss statement
- Income vs. expenses comparison
Compliance Reports
- Tax summary report
- Invoice register for audit
Generating a Report
- Navigate to Reports from the sidebar
- Select the year and report category
- Click Generate to download as JSON or CSV
- All reports are scoped to your active currency account
Frequently Asked Questions
What report formats are available?
Reports can be downloaded in JSON or CSV format. CSV is ideal for spreadsheet software like Excel or Google Sheets, while JSON works well for integrations.
Are reports single-currency?
Yes. All reports are scoped to your active currency account to ensure accuracy. Switch currency accounts to generate reports for different currencies.