🎓 GlassJar Insights Accounting & Bookkeeping Tips
Report Templates
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The Open Invoices Report is a critical accounting tool that gives businesses a real-time view of all unpaid customer invoices. Within GlassJar, this report lists every outstanding invoice, including customer names, due dates, original invoice amounts, partial payments (if any), and current balances.Designed for clarity and fast decision-making, this report is essential for managing accounts […]
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The Cost of Goods Sold (COGS) Report is a core component of business accounting that directly influences profitability, pricing, and inventory control. Within GlassJar Accounting Software, the COGS Report provides detailed visibility into the true cost of producing or purchasing the goods your business sells. It’s one of the most critical financial reports for product-based […]
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The Expenses by Vendor Report is a powerful financial reporting tool available in GlassJar that shows how much your business has spent with each vendor over a given time period. This report breaks down all expenses—such as bills, payments, reimbursements, and purchases—and organizes them by vendor name, providing a clear view of where your money […]
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The Vendor Details Report in GlassJar provides a complete, transaction-level overview of all financial activity associated with each vendor in your accounting system. Unlike summary reports that show total expenses or balances, the Vendor Details Report breaks down every bill, payment, credit, and adjustment made to a vendor. It allows businesses to view exactly when […]
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The Customer Details Report in GlassJar is a centralized, transaction-level report that provides a complete financial history for each customer in your accounting system. Unlike summary reports that show revenue totals or balances, the Customer Details Report lists every invoice, payment, credit memo, refund, and adjustment connected to a specific customer, allowing you to trace […]
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The Sales by Customer Report in GlassJar gives businesses a detailed breakdown of total sales attributed to each customer over a selected period. This report captures invoices, sales receipts, credit memos, and customer payments, and organizes them by customer name. For each listed customer, it displays the total amount of revenue generated, allowing business owners, […]
