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Information icon Business Finance Assistant IMPORTANT: Invoicing updates are coming on Thursday, 28 November
You’ll be able to update your preferred payment methods in the new Payments Methods section under Company Settings. This section will be ready for you on 28 November.


How can I run a Profit and Loss report

  • Updated

To generate a P&L report, please follow the steps below:

  • Go to 'Reports'
  • Click 'Profit and Loss' from within the 'Accounting Reports' section:

  • Click 'Show Filters'
  • Select 'Include' or 'Exclude' unconfirmed transactions
  • Add the 'period' that you wish to generate a report for

 

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  • You can download your financial report in Excel or in PDF format

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