Sh.06Reports
The numbers your accountant asks for, without copying into Excel.
Every report reads the same records as Money, per project, per company or for the whole group. Download it as CSV, print it, or save it as a view that arrives by email every Monday or on the 1st of the month.
- 13ready-made reports
- 3levels: project, company, group
- 1zip per company and period for the accountant
Ready-made reports
- Project financial report and Budget vs actual.
- Cash-flow forecast by month, with the payment schedule.
- Expenses report and All expenses.
- Supplier invoices and Company invoices.
- Deposits report, Cash register and Claims report.
- Warehouse materials and Warehouse lines, plus My reports.
Export and print
- Filters by project, company, supplier, period and payment state.
- CSV with a «;» separator and decimal commas, so it opens correctly in Greek Excel.
- Cells starting with = + - @ are defused so they never run as formulas.
- Print preview, with amounts adjustable by hand for the print only.
Views and schedules
- Saved views, private or shared.
- Email delivery every Monday or on the 1st of the month, at the hour you choose.
- Recipients are workspace members only, and each gets what their role allows.
Accountant pack
- One zip per company and period: CSV of invoices, payments, cheques and ledger, a VAT summary, myDATA gaps and the documents’ PDFs.
The rest of Builtfold
Sh.99Request a demo
See Builtfold with your own invoices.
New workspaces are opened after a conversation with us for now. Tell us which company you are, how many projects you run and which role you care about, and we will set up a demo with examples from your own work.
Prefer email? Write to us and we will reply as soon as we can.
Emailhello@builtfold.com