Overview
Beeswax provides seven core reports covering financial health, compliance, and productivity. These reports give you the information you need to run your business, prepare for tax time, and understand where your team's time is going.
Available Reports
| Report | Description |
|---|---|
| Money Search | Finds invoices, quotes, expenses and payments by keyword, date range, business, type, number and amount |
| Who Owes Me | Accounts receivable — shows all outstanding invoices grouped by client |
| What I Owe | Accounts payable — shows all outstanding expenses with an approval workflow for payment |
| Profit & Loss | Revenue minus expenses over a selected date range — the fundamental measure of business performance |
| General Ledger | A detailed record of every transaction posted to every account — typically used by accountants for auditing and review |
| Tax Report | Summarises tax collected and tax paid for compliance reporting and lodgement |
| Logged Time | Time entries filtered by date range and user — useful for understanding team productivity and billable hours |
Money Search
Money Search finds invoices, quotes, expenses and payments by combining filters for keyword, date range, business, type, number and amount. Open it from the bottom of the Accounting menu. Use it to answer questions like:
- Which invoices did we raise last quarter?
- What have we invoiced a specific client this financial year?
- Which payment was about $400 last month?
Each search covers a date range of up to a year. See Money Search for every filter.
Financial Reports
Profit & Loss, General Ledger, and Tax Report provide the core financial reporting your business and accountant need. Each can be filtered by date range and exported for external use.
Productivity Reporting
Logged Time shows how time is being spent across your team. Filter by date range and user to see who logged what, when. This is useful for:
- Reviewing weekly timesheets
- Checking billable versus non-billable time
- Understanding team capacity
Note: Financial reports are included with every paid plan and during the trial.