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Documentation Index

Fetch the complete documentation index at: https://ombamanual.ombaerp.com/llms.txt

Use this file to discover all available pages before exploring further.

OMBA includes a comprehensive reporting suite accessible from the Reports menu in the main navigation. Reports are grouped by module area so you can quickly find the output you need. All reports open in a new browser tab and can be printed or saved to PDF.

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Available report categories

Finance reports

Trial balance, income statement, balance sheet, budget vs actual, general ledger detail.

Sales reports

Sales summary, invoice listing, daily sales, POS reconciliation, client statements.

Purchase reports

Purchase order listing, goods received, supplier invoices, transport claims.

HR & payroll reports

Payroll summaries, payslips, leave balances, headcount reports.

Inventory reports

Stock on hand, stock movement, adjustments, low-stock alerts.

Fixed asset reports

Asset register, depreciation schedule, maintenance history.

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Run a report

1

Open the Reports menu

Click Reports in the main left sidebar. The report menu expands into columns grouped by category (Purchases, Sales, HR, Finance, Inventory, Fixed Assets).
2

Select a report

Click the report name. It opens in a new browser tab with its own filter controls.
3

Set filters

Most reports prompt you for:
  • From date and To date
  • Department (where applicable)
  • Account or account range (finance reports)
  • Location / depot (inventory and sales reports)
  • Employee or pay group (payroll reports)
4

Generate the report

Click Generate or Run. The report renders on screen. Use the print icon or your browser’s print function to save as PDF.
A PDF version of the full Reports user manual is available inside OMBA at Reports → Help. It walks through every available report with screenshots.

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Accounts ageing

The accounts ageing report shows outstanding balances owed to you by clients (debtors) or owed by you to suppliers (creditors), broken down by age bucket (current, 30 days, 60 days, 90+ days).
1

Open the ageing report

Go to Reports and select either Debtors Ageing or Creditors Ageing.
2

Choose client or supplier

Filter by a specific client or supplier, or leave blank to run across all.
3

Set the ageing date

Enter the date as at which balances are aged. OMBA calculates each invoice’s age relative to this date.
4

Run the report

Click Generate. The report shows each outstanding invoice with its due date and age bucket, plus totals per bucket.

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Budget vs actual

The budget report compares your actual income and expenditure against the budgets you set in Financials → Budgeting. To set a budget:
1

Open Budgeting

Go to Financials → Budgeting.
2

Select period and account

Choose the fiscal period and the account you want to budget.
3

Enter the budget amount

Type the budgeted amount for that account and period, then save.
Once budgets are entered, the Budget vs Actual report shows variance — the difference between what you planned to spend or earn and what actually happened.
Budget amounts are entered per account per period. You must have at least one fiscal year defined in System Administration → Fiscal Year before you can enter budget figures.