The Financials feature enables you to construct and export two types of essential reports: A Profit and Loss Report (also called a P&L or P/L) and a Balance Sheet Report. A Profit and Loss Report displays income and outgo for a specific month, quarter, year, or multi-year period. It helps you review your overall cash … Read more
Build a Balance Sheet Report for a specific period of time so you can review your account balances. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Reports” tab. In the “REPORTS” window that opens, click on the “Balance Sheet Report” link. In the … Read more
Build a Profit and Loss Report for a specific period of time so you can review your income and expenses. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Reports” tab. In the “REPORTS” window that opens, click on the “Profit and Loss Report” … Read more
