Finance reports: a tour

A tour of Finance reports in Arkon One: what the page shows and the controls you will use most.

The steps, written out

1. Open Finance reports from the Billing and Finance section of the left menu.
2. Narrow the list with the search box and filters (from, to, Location).
3. Read each row: Customer, Current, 1–30, 31–60, 61–90, 90+.
4. Switch to the AR ageing tab.
5. Switch to the Cash received tab.
6. Switch to the Revenue by… tab.
7. Switch to the Sales tax by county tab.
8. Use the Apply button at the top of the page.
9. Review the Accounts receivable ageing as of Nov 13, 2026 section.

Tip

You see the ageing buckets (Current, 1–30 days, 31–60 days, 61–90 days, Over 90 days), the opening and closing balance, and each invoice, payment and credit. Use Export for CSV, Excel or PDF; the PDF uses the customer's language. Finance reports has tabs, each with a date filter (Apply) and an Export menu: Open Finance reports and choose the Unbilled work tab. It lists, by type: Rent due tonight, Accrued rent (not yet billed) for open cycles in arrears, Labour (completed work order), Transport, Lost/damaged (approved) and Lost/damaged (pending review), and extra job charges (including those pending approval), with customer, job, reference and amount. The accrued rent is an estimate from catalogue rates. Charges pending review or approval will only be invoiced once approved. Use Export to send it to Excel, CSV or PDF.