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ERP · Reports

How to interpret income and expense reports

Compare recorded income and expenses by month, and check how they are grouped before drawing conclusions.

A professional compares financial records and spending, with dimensional visual elements and the Upnify logo.

Published on November 11, 2026

The Income and Expenses reports organize amounts recorded in ERP by month and relationship type. They answer different questions: how much came in, how much went out, which months were busiest, and whether an amount is associated with a customer, vendor, employee, or account.

ERP Income report for 2026 grouped by customers, with transactions from July through November and totals by month and customer.
The report shows income associated with several customers and months; select an amount to review its underlying records.

Read the income report

  1. Open Reports ? General income.
  2. Under Related to, choose the group you need: customers, transfers, vendors, employees, or items not related to another entity.
  3. Select the Year and click Apply.
  4. Compare the monthly columns with the total. Amounts are grouped by the selected relationship, so changing this option can change the rows and total shown.

The report is grouped by customers: August totals MXN 185,211.47, including MXN 73,304.20 for Ferretería El Martillo and MXN 111,907.27 for Jorge Ramirez Rentería. In September, Herrería Artística also appears with MXN 32,000.00. Select a linked amount to review the records behind it.

ERP Expenses report for 2026 grouped by vendors, with transactions from July through November and totals by month and vendor.
The report organizes expenses from several vendors by month so you can compare amounts and review their records.

Read expenses and compare

In General expenses, the grouping filter lets you review expenses by vendor, employee, transfer, customer, or items not related to another entity. You can also select a year and, when available, use the text field to find an entity or description.

The vendor-grouped report shows MXN 88,260.00 in August across several vendors; for example, Aceros del Norte accounts for MXN 9,300.00. In October, Servicios Industriales shows MXN 14,200.00, within a monthly total of MXN 21,914.00.

Example of a monthly comparison
In August, the income report grouped by customer totals MXN 185,211.47, while expenses grouped by vendor total MXN 88,260.00. Because the reports use different relationship groupings, do not treat their difference as cash flow; use the Cash flow report to compare income and expenses in the same view.

Select a monthly cell or total when it is linked to open the supporting documents. This lets you move from a summary to the transactions behind an amount.