Viewing the Income Statement List on a Monthly Basis

You can utilize the Income Statement / Profit and Loss report to track the financial activity of your establishment. Through the Accrual Profit and Loss report, you can view a summary that details all revenues and expenses for a specified period based on (monthly, quarterly, yearly) intervals according to your preference.

 

To view the Profit and Loss report:

1- From the main menu, click on “Reports”.

2- Click on “Accounting Reports”.

 

3- From the “Accounting Reports” page, select the “Profit & Loss” report (Accrual).

Note: Ensure to click on (Accrual) to view all transactions related to the income statement and not just the financial ones.

 

4- Within the report page, you can apply a number of additional filters:

• Date Range: Define the period for which you want the report to be displayed on a monthly basis.
• Date Period: Specify how the report is displayed, be it on a (monthly, quarterly, Annually) basis.
• Branching Level: Select the hierarchy level of the accounts shown in the report.
• Journal Branch: Choose the branch through which the transactions were made.
• Accounts Branch: Specify the branch from which account-specific transactions were added.
• Upon clicking on “Show Report”, the report will be displayed on a monthly basis.

You can print the report via “Print” or export it as a CSV, EXCEL, or PDF file from the export options.