Skip to main content

Bookkeep Revenue Reporting

For entities on a plus plan and above, Bookkeep offers Revenue Reporting

Bookkeep has recently introduced an exciting new feature for entities on the Plus plan and above -- revenue reporting. With this feature, you can now easily access a summarized overview of your revenue data within a specified date range and currency. It provides you with valuable insights and helps you track your financial performance more effectively. To access this feature, simply click on the Reporting link in the left navigation menu.

If your entity is subscribed to the Plus plan or a higher tier, you will have access to a new feature called revenue reporting. This feature can be found by clicking on the Reporting link in the left navigation menu, as shown below:

When you access the reporting view, you will be presented with various options to customize your report. You can choose the desired date range, select the connections you want to include, and specify the currency. It is important to select a single currency and at least one connection for the chosen date range. By doing so, you will be able to view a comprehensive summary of your data for that specific period of time.

An exciting feature of selecting the connections is the ability to multiselect, allowing you to gain a better understanding of your overall performance. For instance, if you have a Shopify store, you can choose to include all of your POS locations while excluding the online store. This will provide valuable insights into the performance of your physical locations. See below for an example of the multiselect capability:

Once you have chosen the desired dates, connections, and currency, simply click on the "Generate Report" button to instantly view the financial results for the selected date range.

If you have any inquiries or need assistance, please don't hesitate to reach out to our support team at [email protected]. We are here to help you with any questions or concerns you may have.