Live Profit and Loss report

Owned by John Nairn
Last updated: Aug 06, 2019 by Diane Partridge
1 min read

Procedure

  • Click on finacials from the naviation panel
  • Click on 'General Ledger'
  • Click on 'Accounts'
  • Select 'Tree View'
  • Select 'Profit And Loss'
  • Click the "set period range" button to set the range of months to be shown on your profit and loss view
  • Click on account balance and budget by period and by day to drill into the source transactions dragging down your profit result
  • The list view will show a live profit and loss report for your business.
  • Postings are Ex Gst