Reporting

April 26, 2017

4 mins read

Reporting

Whether you want to generate an expense report, a document or timesheet report, it’s all easy using Veryfi. Below are examples showing you the power of Veryfi’s reporting in both the Veryfi mobile app and online using Veryfi’s hub (web app). At anytime you need help, you can check out all the other reporting examples we listed on our FAQ page or contact us on support@veryfi.com

Veryfi has a large number of business and project based construction specific reports available for you to generate from your bookkeeping data. They include:

Profit & Loss Report

The Profit & Loss (or simply “P&L”) report summarizes the income, costs and expenses incurred over a period of time. Here you can see the level of profitability of your company.

Outlook Report

A monthly snapshot of all your categorized expenses by category to quickly identify spending trends for a given quarter.

Job Costing Report

Job costing is accounting which tracks the costs and revenues by “job” and enables standardized reporting of profitability by job. Whether you are a general contractor constructing a strip mall, a manufacturer building made-to-order parts, or an architect drawing up blueprints, once a project is underway it is easy to focus on getting the job done, rather than on the resources being consumed.

Documents Report

A documents report includes money in & money out activity for receipts, bills, invoices, income et al. You can also: (a) request a reimbursement report based on all your expenses, (b) generate line items from line item splits, (c) generate a receipts/bills report. Original documents are typically attached with your tax lodgement if the related expenditure amounts exceed a certain minimum amount.

Monthly Activity Report

These reports are automatically generated by Veryfi at the start of each calendar month for the month prior containing a summary of all your Inbox > Documents activity. Please note; the monthly activity report uses DOCUMENT DATE not Created Date for aggregation.

Expense Report

The Expense report is used by employees to report on work-related expenses. Use this report for expense approvals and reimbursements.

Timesheets Report

The Timesheet report is typically used for payroll summorizing your employees’ timesheet entries. Use this report to reconcile payroll transactions within tracking categories, or to review hours worked for each employee.

Logbook Report

This mileage report provides a log of vehicle distance traveled for business over a given time period. This documentation may be used to collect reimbursement from an employer or to claim mileage as a tax deduction. Employers may set their own reimbursement rates based on updates tax office rates.

Bank Reconciliation Report

A bank reconciliation is the process of matching the balances in an entity’s accounting records for a cash account to the corresponding information on a bank statement. A bank reconciliation should be completed at regular intervals for all bank accounts, to ensure that a company’s cash records are correct.

Available now inside the Veryfi (Hub) web app: https://hub.veryfi.com/

You can see how the reports look and work by watching this video:

Crafting a Report using Veryfi on Mobile

Mobile

Note:

Unread reports are bolded just like your email client. This way you know what needs to be reviewed.
A Monthly PDF report is automatically sent to you from Veryfi. This report contains charts and tabular data points for the last month.

Hub (web portal)

To generate a more complex report we encourage you to use the Veryfi Hub. There is a lot more settings and options to customize your report inc columns you want included, data grouped by and for who on your team etc..

Using your computer’s internet browser, navigate to https://hub.veryfi.com/reports/ (you may be prompted to login if its your 1st time)
If you weren’t taken to the Reporting view showing you the history of all generated report then press REPORTS from the left hand menu.
On the Reporting view, press the blue CREATE A REPORT button (located in the far right side)
A modal window will open showing you all the options you can use to filter data by, group by, report type inc advance options to customize columns, by customers and projects, team members etc.
When ready, just press CREATE REPORT button located right at the bottom of the modal window to start the creation process

NOTE: Large reports can take up to 3 mins to generate especially if they have the original images bundled into a zip file.

FAQ: additional reporting articles

Did we missing a report?

We are adding reports on a regular basis so if you need a specific report or one that we may be missing then please contact us.