Reports

Profit and Loss Report

• Click Report to reveal a drop-down menu and select Profit and Loss Report.
• On the Profit & Loss report page, you can use the filters to set the following:

• Date: Start Date and End Date
• Report Type: Accrual or Cash

• You can Download PDF or Excel sheet the report.

Balance Sheet Report

• Go to the Report section and click on the Balance Sheet Report.
• On the Balance Sheet report page, you can use the filters to set the following:

• Date: Start Date and End Date
• Report Type: Accrual or Cash

• You can Download PDF or Excel sheet the report.

General Ledger Report

• Go to the Reports section and click on the General Ledger.
• On the General Ledger report page, you can use the filters to set the following:

• Date: Start Date and End Date
• Report Type: Accrual or Cash

• You can Download PDF or Excel sheet the report.