Viewing Financial Report
- On the navigation bar, click on the Reports tab.
- You will be navigated to the reports explorer with all of the reports to choose from.
For Profit and Loss, Balance Sheet, Trial Balance
- Click Run Report to open the reports.
- Adjust the filters and click Run Report to apply them to the report. You can select Drafted entries or Posted entries, or both.
- You can using the links on the right side to navigate quickly to the section you want to view.
- From the Balance Sheet, you can access the Profit & Loss by clicking on the net profit.
- Click on an account to view its details.
- Click on a journal entry to view the transaction details
For Statement of Account, Aged Receivable and Aged Payable report
- Click Run Report to open the reports.
- Select an account and click Run Report to view the corresponding report of the account.
- To view a specific Journal Entry, click on specific Document # to drill down to the specific entry.