Overview
Financial Reports in LAL Pro give you a clear overview of your earnings across companies and tax years.
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.
Video Walkthrough
This video covers:
How to access Financial Reports
How to read the Income by Tax Year chart
How to interpret the monthly breakdown
How the Income by Company report works
Where to Find Your Financial Reports
Open My Finance.
At the top, you’ll see:
Tax Year Income (total earned so far this tax year)
This Month’s Income
Scroll to Reports, you’ll find two reports:
Income by Tax Year
Income by Company
Tap either report to open it.
Income by Tax Year
This report helps you understand how your earnings change across the tax year.
What you’ll see:
Bar Chart View
Monthly earnings shown across the full tax year
Clear visibility of busy vs quieter months
Helps you identify earning trends over time
Monthly Breakdown (Below the Chart)
Scrolling down reveals a list of reconciled income by month, giving you a detailed summary of exactly what you earned each month.
Income by Company
This report shows how much you’ve earned from each employer.
What you’ll see:
Pie Chart View
A visual breakdown of your income by company
Helps you quickly understand who you’ve worked for the most
Totals by Company (Below the Chart)
Full income totals split by each company
Includes VAT where applicable
Useful for HMRC Self Assessment or when preparing figures for your accountant
Common Questions Locums Ask
Why can’t I see my unpaid shifts in these reports?
Financial Reports only show reconciled (paid) income.
Does Income by Tax Year include expenses?
Yes. It includes all reconciled payments — shift income and expenses.
Do I need LAL Pro to access Financial Reports?
Yes — Financial Reports are a LAL Pro exclusive feature.
Why does my data look incomplete?
This may happen if invoices have not yet been reconciled or if shifts are still awaiting payment.
Does the pie chart include VAT?
Yes, if VAT applies to your invoices, it is included in the company totals.
Can I export these reports?
Export options may vary depending on your device; however, all data is viewable directly in the app.
Key Takeaways
Access clear earnings insights directly from My Finance
View monthly trends across the full tax year
Understand where your income comes from using company breakdowns
Use totals for HMRC Self Assessment and accounting
Exclusive to LAL Pro users