Compare like with like
Use the comparison controls on a supported report to select the earlier period. Check the displayed dates, portfolio, property and other available scope controls before interpreting a change. An amount change and a percentage change answer different questions, and a zero prior value may not have a meaningful percentage comparison.
Make the explanation useful
Explain this report describes calculated highlights and changes from the report data. It helps you identify where to look next without asking a language model to invent a reason. A higher maintenance total shows a recorded change; the underlying work orders, invoices and entries explain why it happened.
Follow up on bookkeeping health
Health checks identify supported issues such as unbooked transactions, document gaps and reconciliation work. Open the linked evidence and review the applicable account or period. A clean check does not establish that every transaction is present, correctly classified or suitable for a tax return.
A useful review
Before you finish
- Match reporting dates and scope before comparing figures.
- Trace an unusual amount to entries and supporting documents.
- Review unresolved bookkeeping checks before sharing an export.
What this tool does
These report explanations and health checks are calculated in the app. They do not call an external language model, rewrite entries or provide tax advice.
Bookkeeping reports are not tax advice. Review unfamiliar treatment and filing decisions with a qualified professional.