Overview
Financial Reports is a LAL Pro feature that helps you track reconciled income recorded through Locate a Locum.
You can easily track what you’ve earned, understand your income trends, and stay prepared for HMRC — without spreadsheets or extra admin.
This guide explains how to access your reports and what each report shows.
Open Financial Reports
Open My Shifts from the main navigation.
Select the Finance tab.
4. At the top of the Finance screen, you’ll see:
Tax Year Paid
[Current Month] Paid — for example, October Paid
5. Scroll to the Reports heading.
6. Choose:
Income by Tax Year
Income by Company
Income by Tax Year
Income by Tax Year shows your reconciled income across the tax year.
The report includes:
a bar chart showing paid income by month;
monthly totals across the tax year;
a monthly breakdown beneath the chart.
This can help you see how your paid income changes across different months.
Income by Company
Income by Company shows how your reconciled income is split across the companies you have worked with through Locate a Locum.
The report includes:
a pie chart showing the proportion of income associated with each company;
totals for each company beneath the chart;
VAT where applicable.
This can help you understand which companies account for more of your reconciled income.
Common questions
Why can’t I see my unpaid shifts in these reports?
Financial Reports only include reconciled income.
Shifts or payments that have not yet been reconciled will not appear in the reports.
Does Income by Tax Year include expenses?
Yes.
The report includes reconciled shift payments and expenses.
Do I need LAL Pro to access Financial Reports?
Yes.
Financial Reports is a LAL Pro feature.
Why does my data look incomplete?
This may happen if some invoices have not yet been reconciled or if payments are still outstanding.
Only reconciled income is included in the reports.
Does Income by Company include VAT?
Yes, where VAT applies, it is included in the company totals.
Want to learn more about LAL Pro?
Book a 15-minute LAL Pro Discovery call with our Locum Success Team to explore what Pro includes, ask questions and understand how it could add more value to your Locate a Locum experience.
Need help?
Go to More → Support in the app to contact our Support Team.
If you’re a LAL Pro user, you can also access Priority Support for faster help, phone support and dedicated appointments with a Locum Success specialist. For more information, see How to access Priority Support with LAL Pro.