All full-access users are able to view the Balance Sheet, Profit and Loss report 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 wish to run
Depending on which report you wish to generate, you can click 'Show Filters'
Select 'Include' or 'Exclude' Unreviewed transactions
Add the relevant 'period'
You can download your financial report in Excel or in PDF format