Balance Sheet and Profit & Loss Statement
Present financial statement results quickly and accurately.
A consistent report layout makes it easier to compare data across periods.
The Balance Sheet and Profit & Loss Statement features help you prepare financial reports from data already stored in the system. Individual report layouts make it easier to compare data across periods.
📊 Key features
- Customizable report layout — prepare the Balance Sheet and Profit & Loss Statement structure for your business needs.
- Period comparison — quickly compare a report with the selected comparative period.
- Report printing — generate an Excel report and adapt it to your business needs.
💼 Implementation benefits
- Setting up the report structure once lets you use it in subsequent years without configuring it again.
- Direct access to the data in the system by defining the source to which a particular item on the report refers.
🚀 Get started
- Start page — begin configuring the solution.
- Settings — review the general report settings.
📘 Documentation
- Balance Sheet — define the balance structure and calculations.
- Profit & Loss Statement — define the profit and loss structure and calculations.
- Chart of Accounts — review the data sources used in reports.