Viewing the Profit and Loss Report
To View the Profit and Loss Report
- Click on the “Reports” menu.
- Click on “Accounting Reports“.
- From the “Accounting Reports” page, select the “Profit & Loss” report.
- The Profit and Loss report will appear on a new page. You can apply several additional filters to the report.
- If you choose to display the report on a “Accrual” basis, all expense and revenue transactions will be displayed.
- If you choose to display the report on a “Cash” basis, only transactions that affect cash and financial movements will be displayed.
- After modifying the filters, click on “Show Report“.
- You can print the report from “Print” or export it to a CSV, EXCEL, or PDF file from the export options.