All full-access users can view the Balance Sheet, Profit and Loss report, and VAT Return reports from 'Reports'.
Only those users who enable 'Show Accountancy information' from 'Your Profile' > 'Preferences' have access to the Trial Balance and General Ledger reports, which offer a more detailed view of your company's accounts.
To generate a Balance Sheet, Profit & Loss or a VAT Return report, please follow the steps below:
- Go to 'Reports'
- In the 'Accounting Reports' section, select the report that you want to generate.
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You can click ' Show Filters ' depending on which report you wish to generate.
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Select 'Include' or 'Exclude' Unreviewed transactions
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Add the relevant 'period'
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You can download your financial report in Excel or PDF format