What are the different types of reports you can generate with Pastel accounting software?

1 General Ledger Reports

General ledger reports show you the summary and detail of your transactions and balances for each account in your chart of accounts. You can use these reports to check the accuracy of your entries, reconcile your bank statements, and prepare your financial statements. Pastel allows you to customize your general ledger reports by selecting the date range, level of detail, currency, and layout. You can also drill down to the source documents and export the reports to Excel or PDF.

2 Customer and Supplier Reports

Customer and supplier reports help you manage your relationships with your clients and vendors. You can use these reports to track your sales, invoices, receipts, credit notes, statements, and aging analysis for your customers. Similarly, you can monitor your purchases, payments, debit notes, and outstanding balances for your suppliers. Pastel enables you to filter your customer and supplier reports by various criteria, such as branch, category, group, or project. You can also print or email the reports directly from the software.

3 Inventory Reports

Inventory reports give you insight into your stock levels, movements, and valuation. You can use these reports to optimize your inventory management, control your costs, and plan your orders. Pastel offers you a range of inventory reports, such as stock take, stock valuation, stock movement, stock status, and stock reorder. You can adjust your inventory reports by choosing the stock items, warehouses, locations, and valuation methods that suit your business. You can also import and export the reports to other formats.

4 Budget Reports

Budget reports allow you to compare your actual performance with your planned targets. You can use these reports to evaluate your financial results, identify variances, and take corrective actions. Pastel lets you create and update your budgets for your income statement and balance sheet accounts. You can also import your budgets from Excel or other sources. You can generate various budget reports, such as budget vs actual, budget variance, and budget forecast. You can specify the period, frequency, and variance percentage for your budget reports.

5 Tax Reports

Tax reports help you comply with your tax obligations and regulations. You can use these reports to calculate and record your tax liabilities, refunds, and adjustments. Pastel supports different tax types, such as value-added tax (VAT), withholding tax, and income tax. You can produce various tax reports, such as tax return, tax analysis, tax reconciliation, and tax certificates. You can set up your tax rates, codes, and categories according to your tax authority. You can also submit your tax reports online or print them out.

6 Custom Reports

Custom reports enable you to create your own reports based on your specific requirements and preferences. You can use these reports to analyze your data, generate insights, and make decisions. Pastel provides you with a report writer tool that allows you to design and edit your custom reports. You can select the data fields, formulas, filters, and formats that you want to include in your custom reports. You can also save, share, and print your custom reports as needed.

7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?