xBoox

Choose the right xBoox report

Open the report that answers the bookkeeping question you are reviewing.

Dashboard

Use Dashboard for summary indicators and trends. It is an overview, not the detailed accounting record. The initial view loads the periods needed for the current comparison and recent trend. Choose All time in Income vs Expenses when you need the complete historical trend; xBoox loads that longer summary when requested and reuses it while the Dashboard remains open.

Profit and Loss

Use Profit and Loss to review Income, Expenses, Operating Profit, and the resulting Net Profit or Net Loss for a date range. A parent account shows the combined parent-and-subaccount amount. Expand it to review subaccounts; when the parent also has its own postings, use the separately labelled Direct amount to open only those parent postings.

Profit and Loss Comparison

Use the comparison report to compare two reporting periods. Period labels follow the Workspace business structure: Sole Proprietor uses calendar-year language; Corporation may use fiscal-year language.

Balance Sheet

Use Balance Sheet to review Assets, Liabilities, and Equity as of the selected period's To date. Expand its account groups to see accounts and subtotals.

Balance Sheet Comparison

Use Balance Sheet Comparison to compare two period-end snapshots. It follows the standard Balance Sheet hierarchy and adds current, previous, dollar-change, and percentage-change columns.

General Ledger

Use General Ledger for account-by-account transaction detail. Beginning Balance contains activity before the selected From date. A saved account opening balance whose effective date falls inside the selected range appears on that effective date, so running balances do not use it early. Posted Journal Entry lines are included with their entry number, source, and description.

Trial Balance

Use Trial Balance to review one net debit or credit balance per account as of a selected date, or compare two complete as-of Trial Balances with From and To. The current interface displays Accrual Basis. Whether xBoox will later support Cash Basis remains undecided.

GST/HST Summary and Detail

These reports appear when GST/HST tracking is enabled. Line 106 amounts for eligible Expense and asset purchases follow the saved recoverable percentage, while collected sales tax remains fully reported. Purchase refunds reverse the related ITC, and Out of Scope income stays outside Line 101. Use them to review recorded tax amounts; they do not file a return or track filing status.

Rental Property Summary

This report appears when Residential Long-term Rental is enabled. It groups posted rental income and expenses by saved Rental Property assignment.

Report data rules

  • Final reports exclude Pending bank rows and ignored rows.
  • Draft or needs-review transactions may be excluded from final totals.
  • Split transactions contribute through their split lines.
  • Posted Journal Entry lines affect applicable financial reports.
  • Reversed entries remain visible with offsetting reversal entries, producing a net-zero effect.
  • Available reports may support CSV export, print, or transaction drilldown; controls vary by report. Printing a paginated report includes all rows matching the report, rather than only the page currently visible.