The Profit & Loss uses posted revenue and expense lines in the selected period and compares them with the previous period of the same length. Exports to Excel and CSV use the same figures.
Steps
- Set the period start and end, then Apply period.
- Hover the chart for exact values.
- Compare against the previous period in the comparison table.
What you get
You know whether the business made money in the period, and why.
Who can do this
Everyone in the organization can view this page (owner, admin, accountant, bookkeeper, manager and viewer).
If something goes wrong
- A recent expense is missing.
- Only posted entries count. Check that the entry is posted and dated inside the period.
Terms used here
- Profit & Loss
- Revenue minus expenses for a period. Also called the income statement.