Custom Report Builder
Allows users to build Key Performance Indicators and customized reports based on P&L or Balance Sheet data synced from multiple files.
Export to PDF
Allows users to export all reports to a PDF document and present Qvinci reports in an easy-to-read format. Lets users add custom headers and footers which are useful for adding legal disclaimers and other important static information.
Allows Trial Balance to be synced for tax preparation purposes.
Allows users to create best practice forecasts by comparing one entity’s performance against the best practices of the top performers in their ecosystem.
Standard reports include: P&L – Balance Sheet – Statement of Cash Flows – Sales by Customer – AP and AR Aging – Expense by Vendor
Benchmark any location against the Top 10%, Top 20% and the average performers inside your ecosystem. Allows you to quickly and easily identify best practices and plan for the success of both individual locations and the overall system.
Balance Sheet Disable
Qvinci allows administrators to hide the Balance Sheet from all users. This affords contributors an added level of privacy for items such as bank account balance.
See the rank of each location within your ecosystem across seven line items: Total Income, Gross Profit, Total Expense, Net Income, Gross Margin, Expense Margin and Net Income Margin.
For many reports, you are able to toggle on Vertical Analysis and display the relative percentages next to the actual number.
Allows you to see side-by-side reports for each location in your system.
Native vs. Standard Chart of Accounts
Reports can be viewed with either native or standard account names. Native names are those given to line items at individual locations (e.g. rent, lease, leese). Standard names are those in a Standard Chart of Accounts (e.g. rent = lease, leese, rent). NOTE: We deliberately misspelled “lease” as a demonstration.
Once a report has been created, it can be memorized and added to a quick-access menu so you don’t have to re-create it every time you need it.
Qvinci syncs up to 36 months of data (i.e. two years plus YTD for the current year). Select standard or customized reporting periods within this timeframe.