Profit & loss reports

Mustang

Maybe I’m missing things, but is it possible to get some management reports like at profit & loss report out of Crunch free?

AlexandraMoore

Currently there is no reporting option available in Crunch free, however this is available in our sole trader and limited company plans. You can also export your data from Crunch Free if you would like to create any reports yourself. Feel free to let us know if we can help with anything else - Alexandra

MattC

AlexandraMoore Could you point me in the right direction of where to find this on sole trader accounts, as I can’t seem to see any options for reports or even viewing revenue for a set period?

AlexandraMoore

MattC Hi Matt, of course please find this here https://help.crunch.co.uk/s/article/how-to-export-your-data2

MattC

AlexandraMoore Ok thank you. Are there any plans for making this information available directly in the app… seems a bit behind the times to need to download a spreadsheet and open in Excel to see revenue totals… unless I’m missing something?

AlexandraMoore

MattC We really appreciate the feedback and will take your comments onboard.
In your Crunch account, you can see a month-on-month chart of your sales revenue by heading to ‘Sales > Dashboard’. If you need a more detailed breakdown then you can filter your sales by date range or client under Sales > Invoices. You’ll need to be using our ‘Classic’ version of invoicing for now, rather than our ‘Beta’. You can then export this for use as needed.
Similarly, you can also apply filters to your expenses to show outgoings based on date, supplier, and expense type. The total outgoing will be shown at the top of your screen.
I hope this helps - Alexandra

MattC

AlexandraMoore Thanks for this. It would be super if the same “Total, Owed to Supplier, Owed to you” could be translated for the Sales Dashboard with Total Revenue for period and Total Outstanding showing in similar boxes? Or if the graph on Sales Dashboard could be tweaked to view different date ranges and show a total underneath for selected range - that in itself would be a marked improvement and would alleviate the need to download spreadsheets to show basic figures. Not wanting to moan, I’m delighted with Crunch’s service and efficient handling of my self-assessment - I’m just slightly puzzled as to why I can’t see a running total for this financial year without firing up Excel! Thanks 👍️

AlexandraMoore

Thank you for this feedback. We really appreciate any feedback and try to take it on board to improve our client experience. We’re still in the process of rebuilding the Sales section of the software. We review all feedback from our clients and will bear this in mind as we continue the rebuild. You can submit feature requests directly to the Product team via the pink ‘Feedback’ tab in the software if you ever have any suggestions - Alexandra

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