Financial report workflow is unclear | Feature Requests

Financial report workflow is unclear

Superior Lynx

I had to ask where to find the profit and financial reports and how to read them. It was not obvious that monthly reporting depends on weekly invoicing and reconciliation, or which columns show deductions, expenses, and net profit.

Created by Autopilot

September 2, 2026

Autopilot

Merged in a post:

Net profit report is hard to interpret

Philosophical Narwhal

I couldn't understand how the lease-truck net profit was being calculated. Terms and columns like driver gross, earnings, company expenses, deductions, and final profit were not clear, so I needed a live walkthrough to understand why the numbers differed from my manual calculation.

2 days ago