Settings and running WireFlow
Reports and the bookkeeping export
See how the business is doing, and give your accountant everything they need for the books and VAT.
Reports
Reports in the sidebar shows quotes sent and won, work done and money owed for the period you choose. Team and Business plans also show figures by company, customer, job type and where your work comes from, plus a chart and top customers.
Bookkeeping export (Team and Business)
Your accountant can work from these files in Excel or import them into their own software.
- Open Reports and click Bookkeeping export.
- Choose the Period: last or this month, last or this quarter, last or this tax year (6 April to 5 April), or your own dates.
- With more than one billing company, choose a company or All companies (each company's figures are kept separate).
- Click Show figures to check the totals, then download:
| File | What's in it |
|---|---|
| Everything (zip) | All the files below, plus a PDF of every invoice, in a folder per company |
| Sales invoices | One row per invoice: number, dates, customer, net, VAT and gross (split by VAT rate), paid to date and balance |
| Invoice lines | Every line on every invoice, with its VAT rate |
| Payments received | Each payment with its date, method and reference |
| VAT & totals summary | Net sales and VAT for the period, by rate |
| Customers | Your customer list |
The export gives your accountant the figures. It doesn't file anything with HMRC for you.
Still stuck? Email hello@wireflow.uk and we'll help.