These reports are especially useful for bookkeeping, accounting, and uploading data into tools like Google Sheets, Excel, or QuickBooks.
Where to Find the Reports
Log into Allison
Go to Reports
Scroll all the way to the bottom of the page
You’ll see two reports:
Invoices
Transactions
Each report can be run and exported independently.
Invoice Report
What the Invoice Report Includes
The Invoice Report shows every invoice that was created in Allison during a selected time period.
Important detail:
Invoices are only created when a job is completed
You cannot manually create an invoice for a job that:
Does not exist, or
Has not been completed
How Jobs Get Completed
A job is considered completed in one of two ways:
All assigned cleaners clock out, or
You manually mark the job as complete
If you believe an invoice is missing, almost every time it’s because the job itself was never completed.
How to Export Invoices
Go to Reports → Invoices
Click Run Report
Select the date range you want
Example: November 1 through November 30
Click Calculate
Review the list of generated invoices
Click Export
Click Download
This will download a CSV file that you can upload into:
Google Sheets
Excel
Accounting or bookkeeping software
Transaction Report
What the Transaction Report Includes
The Transaction Report shows:
All payments (transactions) within the selected date range
The associated invoice ID for each payment
This is typically used to track actual money movement rather than invoice creation.
How to Export Transactions
Go to Reports → Transactions
Click Run Report
Select your desired date range
Click Calculate
Review the list of transactions and linked invoices
Click Export
Click Download
Just like the invoice report, this downloads a CSV file you can upload into:
Google Sheets
Excel
QuickBooks or other accounting tools
Common Use Cases
Most customers use these reports to:
Reconcile revenue
Send data to their bookkeeper
Upload invoices and payments into QuickBooks
Analyze monthly or quarterly performance
Quick Troubleshooting
If something looks missing:
Check whether the job was completed
Confirm the date range you selected
Remember that invoices only exist for completed jobs