We’re starting a major upgrade of reporting in Skimmer, with the goal of giving you clearer insights, more control and reports that save you time. We’ve released some enhancements to some billing reports to get that revamp rolling:
Payouts Report
The Payouts Report shows which online payments and refunds are linked to each payout. You or your accountant can use it to match bank deposits with customer payments and refunds in your accounting system.
What’s new:
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Combines the old Payouts Summary and Detail reports into one, so you no longer need to switch back and forth to get the full picture.
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Shows exactly which payments are included in each Stripe payout, making reconciliation with your accounting system faster and clearer.
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Lets you filter by customer or invoice and export clean data, giving you and your accountant exactly what you need without extra digging.
Note: The old payout reports will remain available for a period of time, so you can adjust before they’re decommissioned.
Learn more about the new Payouts Report → https://help.getskimmer.com/article/290-payouts-report
Sales Tax Summary Reports
Sales Tax Summary Reports help you understand how much sales tax was collected (Cash) or billed (Accrual) on invoices. They make it easier to estimate how much you’ll need to disburse to your local or state tax authorities (based on your tax settings).
What’s new:
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Invoices without a Tax Group are now clearly included, giving you a complete and accurate picture of all taxable and non-taxable invoices.
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A new “Not Subject to Tax” column has been added to both Accrual and Cash reports, making separating non-taxable items easier and reducing errors during tax prep.
We’ll be rolling out more reporting upgrades soon, and we’d love your input as we build them. What kinds of reports do you rely on most today? What insights would you like to see Skimmer provide in the future?
Please leave your comments in the chat :)