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Query Tips

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Updated March 15, 2019

Cloud Accounting

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Expenses

  • What are our average expenses per day
  • All expenses over $XX
  • All expenses below $XX
  • Total expenses per supplier
  • List all expenses last month
  • Total expenses per month for the last three months
  • Total expenses from [supplier xyz] per month for this year
  • Change in total and average expenses per month for the last 3 months
  • Total and average expenses per supplier last month
  • Total and average expenses per account last month
  • Total and average expenses per supplier per account last month
  • Change in total expenses per supplier per month for the last 3 months
  • Change in total expenses per account per month for the last 3 months
  • Column plot average expenses per vendor

Accounts

  • Show me my accounts
  • List all my cash accounts
  • Average sale per account last month
  • Total expenses per account

Accounts Receivable + Accounts Payable

  • Total AR balance per customer
  • Total AR balance per class
  • Total AP balance per vendor
  • Average days to pay per customer

Bills

  • All bills greater than $XX
  • Unpaid bills above $XX for [supplier xyz]
  • For the last 90 days show all unpaid bills
  • All unpaid bills from the last 90 days above $XX
  • All bills per account
  • Total bills per quarter

Sales

  • List all sales from last month
  • All sales over $XX
  • Sales below $XX for customer xyz
  • Total sales per product
  • Total sales per class
  • Total sales per service
  • Average and total sales per day
  • For each service what is the total revenue
  • Average sales per customer per month for the last three months
  • Compare growth in revenue per product per class per year
  • Change in total sales per customer per month for the last three months
  • Change in total sales per product per month for the last three months
  • Total and average sales per service last month
  • Total and average sales per customer per service last month
  • Which customer brings in the most average sales
  • Which customer brings in the least average sales
  • Top 5 customers by revenue
  • For each customer, total revenue and average revenue per month for this year

Invoices

  • List all outstanding invoices
  • All invoices greater than $XX
  • Unpaid invoices above $XX from [customer xyz]
  • List all unpaid invoices more than 90 days
  • List all unpaid invoices from the last 90 days above $XX
  • All invoices with product name
  • Average invoice per customer
  • Average invoice amount per product

Budgets vs. Actuals

  • Compare total expenses to budget this quarter
  • Compare expenses to budget by account per month for the last 3 months
  • Which revenue accounts were we under budget on last month?
  • Which expense accounts were we over budget on last month?
  • Which months and accounts were we over budget by 20% or more for sales last year?
  • What expense accounts were we under budget on by 10% or more?

Step 1: Pick your query domain.

You can ask questions related to the domains within your cloud accounting software data, including:

Sales
Expenses
Inventory
Accounts Payable
Accounts Receivable
Profitability
Purchase Orders
Reconciliation
Estimates

Step 2: Build your query by adding in a time range, grouping or filter.

Time Range
  • last year / month /quarter / day
  • last X years / months / days
  • years / months / days
  • year to year / month to month

Sample Questions:

  • What were my sales last month?
  • Sales for the last three months
  • Sales for July 2017
Time Grouping
  • per year
  • per month
  • per quarter
  • per day

Sample Questions:

  • All sales per quarter
  • Total sales per day
  • All sales per year
Detail Grouping
  • by customer
  • by product
  • by service
  • by account

Sample Questions:

  • All sales by customer?
  • Total sales by product
  • All service sales
Detail Filters
  • customer name
  • product name
  • service name
  • account name

Sample Questions:

  • All sales to Billy Bob
  • All widget sales
  • Total bookkeeping package 1 sales
Quantity Filters
  • greater than X
  • less than X

Sample Questions:

  • Total sales greater than $500
  • All of my sales greater than $10
  • All of my sales less than $200

You can also include more than one grouping and filter:

  • All sales per product per month
  • All widget sales last year
  • All product sales to Billy Bob for the last three months
  • Total product sales over $1000?
  • All service sales per month greater than $500 for 2017

Payment Processing

Payments

  • Total payments by status
  • Total payments per month this year by status
  • total payments greater than $1500 by customer by month last year
  • Total number of failed payments per month this year
  • Total failed payments by customer
  • Total number of payments per month by status
  • Total number of payments over $1000 per month this year

Currency

  • Total payments by currency
  • Total payments per month by currency last year
  • Total payments by status by currency
  • Average payments by currency per month this year
  • Average payments by status per currency
  • Total number of payments per month by currency

Fees

  • Total fees per month this year
  • Total fees per month per currency
  • Total fees by quarter this year

Customers

  • All customers
  • Total payments by customer per quarter this year
  • Total invoices by customer over $2000 last year
  • How many invoices by customer over $2000 this year
  • Total payments from [customer email address] per month last three months
  • Total payments from [customer email address] per month this year

Products

  • All Products
  • Total sales per product
  • Total number of sales per product
  • Total number of sales per product by currency
  • Total sales per product per month this year
  • Total disputes by product

Monthly Recurring Revenue (MRR)

  • All new MRR
  • Total new MRR
  • Total contraction MRR
  • Total expansion MRR
  • Total reactivation MRR
  • What is my MRR Churn

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