What’s the best way to produce a cash flow on Bullet? Also, is there a way to do month by month reports? Thanks

What’s the best way to produce a cash flow on Bullet? Also, is there a way to do month by month reports? Thanks

1 answer

Peter Connor Staff August 15, 2016
Public

Hi Charles, 
All our reports are in Accountant & Report Tools, you can see where that ishere
We don’t do detailed cashflow reports because most SMB’s are pretty poor at keeping up with their accounts. Therefore all the cash flow reports would be issuing alerts. We’ll introduce them when bank feeds are live, or possibly as a non-compliance report (for projects etc not accountants).
You’ll find all our reports are management standard, and you can filter by date. You can see that here.
Hope that helps Charles. 
Pete 

#answer-3925
  1. charlesp August 15, 2016
    Thanks
  2. charlesp August 15, 2016
    I hear you on cashflow. It's just I have to produce cash flow reports and that means export. MaybeI'll use the API!
  3. Peter Connor August 15, 2016
    Sure, cashflow reports are probably the most important report for SMB's but we tested it and we'd have a lot of marriage breakups if we went live
  4. charlesp August 15, 2016
    Yes
  5. Peter Connor August 15, 2016
    Sure, you could probably use https://airtable.com or something like that.
    Here is our Irish API Doc's https://www.bullethq.com/api/api-ireland/v1/ . Support is provided on this channel.
    Hope that helps Pete
  6. charlesp August 15, 2016
    I'll look at airtable
  7. charlesp August 15, 2016
    I tried out the API , seems to work well. Godo to see that!
  8. charlesp August 15, 2016
    Thanks.
  9. Peter Connor August 15, 2016
    Cool - there are a couple like Airtable - or maybe Google Sheets has an API. They've added automated chats.

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