Feature detail page: Reports, Roles & Governance
Betta Billing
Login Start free trial
← Back to all features

Platform & Administration

Reporting and governance controls for scaling service businesses.

Give owners and managers confidence with reports, role permissions, custom fields, setup controls, and compliance options for finance and operations teams.

Reports and dashboardsRoles and permissionsTax/currency/payment setupCustom fields and compliance controls
Start free trial Compare plans
Reports, Roles & Governance feature visual

Included capabilities

What teams can run with Reports, Roles & Governance.

Core capability set

  • Use built-in reports to monitor finance and operational performance.
  • Configure tax rates, currencies, payment modes, and related finance setup.
  • Control staff access with role and permission settings.
  • Extend records with custom fields for your workflow model.
  • Manage modules, templates, and utilities from setup controls.
  • Apply governance settings including privacy/compliance options.

Why teams switch

Business outcomes this module supports.

01

Switch advantage

Gain stronger controls without moving to heavyweight systems.

02

Switch advantage

Improve accountability with role-based access and reporting visibility.

03

Switch advantage

Run multi-team workflows on consistent setup standards.

Related features

Connect Reports, Roles & Governance with adjacent workflows.

Customer Management Workspace preview

Customer Management Workspace

Manage customer profiles, contacts, billing records, and service activity in one place.

Open feature
Payment Gateways preview

Payment Gateways

Accept online payments through configured gateways and accelerate collections.

Open feature
Email Configuration & Templates preview

Email Configuration & Templates

Configure SMTP and email templates to keep customer communications consistent and controlled.

Open feature

Next step

Run Reports, Roles & Governance with your team inside Betta Billing.

Start your trial now, then continue to backend onboarding and subscription flow.

Start free trial Login