YCB DESK
KPI summary
Client, worker, invoice, quote and job counts alongside invoiced, paid and outstanding totals.
DASHBOARDS & REPORTS
Useful business numbers, without spreadsheet gymnastics.
Choose a time period and see what was invoiced, what customers actually paid and which jobs or costs need attention.
DECISIONS
A clearer view of everyday performance.
The reports and dashboard are designed around reviewed source records, with consistency and UK tax-year edge cases tested before release.
YCB DESK
Comparative periods
Month, quarter, year and financial year views with previous-period comparisons where supported.
YCB DESK
Invoice reporting
Paid, overdue, outstanding and average invoice value, with meaningful source details.
YCB DESK
Expense and job views
Understand materials, worker labour and other costs alongside issued/received work.
YCB DESK
UK VAT context
UK-oriented VAT summaries and supported records; no claim of direct HMRC submission.
YCB DESK
Export for review
Accountant-oriented exports with period controls, privacy limits and audit records.