Reports
Views when one ledger is not enough — stock vs GL, sales vs inventory, and similar.
Where to find it: Left menu → Reports & Analytics → Cross-Module Reports
Step 1
Left menu → Reports & Analytics → Cross-Module Reports. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Run the cross view. Investigate gaps in the source modules. Do not journal a plug from this screen.
Step 3
Gaps should explain missing postings. After you fix sources, re-run.
Yes. Cross-Module Reports is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
Timing can cause a gap. Still explain it. Unexplained gaps are errors.
