Profit & Loss
Income, costs and net profit for a period.
Overview
The Profit & Loss statement lists income and expense accounts with their balance for the chosen period, summed from posted journal entries only. Click a line to drill down to the General Ledger and on to the entry and source document.
Switch between the standard view and an Excel-style grid, and export to Excel or PDF.
When to use profit & loss
- You report monthly results.
- You compare periods or branches.
Step by step
In the Accounting module open Reporting in the green navigation bar, then choose Profit & Loss under Financial.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
What you see on the screen
- Columns: CODE, ACCOUNT, THIS PERIOD.
- Actions on the screen: Export Excel, Export PDF, Print.