Reports for the owner, the accountant and the GST return

Levart's reports answer the questions an agency owner and their accountant ask every month: how much did we bill and spend, which clients owe us and for how long, and what GST did we charge. Every report reads from the same invoices and trips, so the dashboard, the outstanding list and the GST report always agree.

Every report on one page

The reports page puts GST, outstanding, turnover, business analytics and client analytics side by side. Each one can be filtered by month or date range and downloaded for your accountant.

GST, the way you file it

The GST report lists every invoice with the client's GSTIN, taxable value and CGST, SGST or IGST. By default invoices fall in the month they were raised, which is how you file; switch to billing period if you need it. Credit notes appear as their own lines, reducing the tax. Download it for your accountant.

Who owes you, and how late

The outstanding report ages unpaid invoices from their due date — still within terms, overdue, 31 to 60 days late, more than 60 — so you know whom to call first.

Turnover, profit and clients

Business analytics shows revenue, operating cost and profit for the year or the month, split between fixed and on-call work. Turnover breaks billing down by client and date range. Client analytics shows each client's demand — trips, kilometres, the packages they really use — which is what you want in front of you before a renewal.