Tankless maintenance visit
2026-04-16
AccountingAccounting Board: Track paid invoice revenue, approved suppliers, expense entries, and CPA-ready profit-and-loss export by date range.
Revenue, expenses, and CPA export
Paid invoices flow into the revenue tracker, office expenses roll against approved suppliers, and the owner can export a CPA-ready P&L summary by date range.
CPA Range
Reporting window
Accounting Board: Track paid invoice revenue, approved suppliers, expense entries, and CPA-ready profit-and-loss export by date range.Select the date range for paid invoice revenue and expense review.
Paid invoice revenue
$289
Expense load
$0
Net income
$289
Approved suppliers
0
Revenue Tracker
Paid invoices in range
Revenue Tracker: Summarizes every invoice marked paid during the selected period.Only invoices in Paid status are counted in the accounting view.
$289
Expense Log
Add a company expense
Expense Log: Capture operating spend so CPA exports include real period cost, not just revenue.Log gas, parts, marketing, and other cost centers against approved suppliers.
Approved Suppliers
Lookup table
Approved Suppliers: Keeps accounting entries normalized around the preferred supply stores and vendors.These vendors stay available in the expense form so accounting is consistent.
P&L Detail
Expense ledger
CPA Review Detail: Shows the cost rows that are included in the export package.This section mirrors what the CPA export packages up.
No expenses logged in this date range yet.