Financial Reports
Financial Reports
Navigate to Accounting & Finance → Financial Reports.
Available Reports
Trial Balance All accounts with debit and credit balances.
Income Statement (P&L) Revenues minus expenses over a period.
Balance Sheet Assets, liabilities, and equity at a date.
Comparative Reports Compare periods side-by-side.
Running a Report
- Select report type
- Choose date range
- Click Generate
- View on screen
- Export to PDF or Excel