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How can I run a Profit and Loss report

  • Updated

To generate a report for your current financial year, 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' Unreviewed/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