Open Billing → Reports and begin with the business question. Available reports include cash-flow, driver, card-charge, profitability, net-position, turnover, and aging views.
Reproducible reporting
- Choose the report that matches the measure you need.
- Set the period, currency selection where shown, and visible filters deliberately.
- Record the time zone, filters, and generation time with any exported result.
- Compare unexpected totals with the underlying invoices, payouts, or trips.
- Restrict exported financial data to approved recipients and storage.
Two reports may answer different questions and legitimately show different totals. Compare their scope before treating a difference as an error.
Compare like amounts
Reports such as Card-charge log and Cash-flow summary provide currency selections when their results contain currency groups. Compare the selected currency with the currency on the underlying transaction or document. Driver earnings and driver balance displays use the company currency when a record has no currency of its own, including empty summary amounts.
In Card-charge log, open a refund’s detail and review Transaction lifecycle to see its original charge when available. Use the transaction status and processing-fee context when reconciling captured, refunded, and net amounts.