Effortless Financial Reporting: Custom Reports, Dashboards, and More with Plus & Minus Accounting Software

Efficient financial reporting is crucial for making informed business decisions and staying ahead in today’s dynamic market. Plus & Minus offers a robust and comprehensive financial reporting system designed to streamline your financial management processes. With real-time reporting, advanced analytics, seamless integration, and a wide range of automated and customizable reports, Plus & Minus equips your business with the tools needed to derive meaningful insights and project future financial performance accurately.

Our system consolidates all your financial data, providing a unified view that simplifies analysis and strategic planning. Whether you need detailed historical data for trend analysis, real-time dashboards for quick insights, or automated reports to save time and reduce errors, Plus & Minus has you covered. Discover how Plus & Minus can transform your financial reporting processes and empower your business to make smarter financial decisions.

Plus & Minus’ Financial Reporting Features

  • Real-time reporting.
  • Reporting/analytics features for deriving insights from data to make strategic decisions.
  • Simple to integrate into all financial systems your business uses.
  • A complete financial reporting system pulls all data and everything together.
  • Ability to analyze historical financial data in order to project future cash flow and develop budgets in consideration of all potential variables.
  • Simple to set up and automate all monthly, quarterly, and annual financial reports.
  • Query/Pivot reports.
  • Dashboards for key metrics and visual trends.
  • Includes 1,000+ out-of-the-box reports.

Report Periods

There is no limit to reporting periods.

The following is a sample set of reports:

  • Daily
  • Weekly
  • Bi-Weekly
  • Monthly
  • Semi-monthly
  • Quarterly
  • Semi-annual
  • Annual
  • Bi-annual
  • Multi-year
  • Decade
  • Etc.

Report Formats

There are eleven report options:

  • Actual vs Actual
  • Actual vs Budget
  • Monthly Matrix
  • Weekly Matrix
  • Period Matrix
  • Consolidation (up to 255 companies)
  • Consolidating (inter-company receivable/payables cross-foot to zero)
  • Cash Flow
  • Report Writer (with definable headers and footers)
  • Custom Report Writer Matrix (using Excel) for graphs and charts
  • Query (dashboard type, quick analysis reports)

You can instruct Plus & Minus to calculate percentages.

In the Balance Sheet, you can select:

  • Over/Under vs Previous
  • Actual vs Previous

In the Income Statement, you can select:

  • Over/Under vs Previous
  • Actual vs Total Revenues.

Basis

There are four different basis for reporting:

  • Cash (A/R and A/P equal zero)
  • Actual
  • Accrual (accrue open ships and receives)
  • Committed (accrue open sales and purchase orders)

Departmental Reporting

You can “mask” for departmental reporting. For example, the profit and loss sub number can be defined as “pppssll,” where p is product, s is sales person, and l is location.

Possible ways of reporting include:

  • Departments
  • Product Lines
  • Jobs
  • Phases
  • Funds
  • Locations
  • Others

Other Report Features

Plus & Minus supports a consolidating “Top” company (to record elimination entries), and you can distribute expenses to 255 companies from the “Top” company.

Standard Reports

Plus & Minus generates various reports:

  • Reports: They are not required before running a function and can be viewed or printed by paper or PDF
  • General Ledger: Traditional and Matrix
  • Balance Sheet
  • Income Statement
  • Entry/Edit transaction register (by each user)
  • Journals (Real time, Daily, or History): Detail & summary (by gen account totals, by user, or entire company) and Error Matrix (by user or entire company)
  • Trial Balance/Fluctuations: Generates “lead schedules” for review.  It produces a complete set for review work papers at one time and shows prior period vs current period with an over/under column and per cent increase/decrease.  There are two report levels: by gen and by gen/sub
  • Depreciation Schedules
  • Amortization Schedules: Notes Receivable and Notes Payable
  • Management Reports: Product line, Job Cost (e.g., Prior, Current, Committed, Total, Change Order, Original Budget, Change Order, Total, Over/Under, & of Budget), Department, Fund, and Contract
  • Chart of Accounts: Gen and Sub
  • Detail Ledger: This is every transaction you entered from inception.  There are ten filter ranges you can use to select transactions, and you can drill down to reconstruct entries
  • Analyzer/Flasher: Quick spreadsheet, dashboard style reports
  • Sampler: Random samples for internal audits
  • Drill Down
  • Reconstruction: Shows all transactions used to record an event