Run your financial statements

Profit and loss, balance sheet and cash flow.

Financial statements are ready the moment entries post. There is nothing to run overnight.

1. Open a statement

   Type Profit and Loss Statement in the search bar at the top of any screen and press Enter. The same works for Balance Sheet and Cash Flow.

2. Choose the company and period

   Pick the company and the period you want: a fiscal year or a date range, shown monthly, quarterly or yearly.

3. Choose the view

   Use Select View to switch between the report, growth (period against period) and margin views.

4. Change the detail

   Use Account Detail Level to show only top-level groups or every account.

5. Drill down

   Select any amount to open the general ledger lines behind it.

6. Export or schedule

   Export to Excel or PDF from the menu, or set up an automatic email of the report every week or month.