View - Accounting - Financials
- Profit & Loss
The Profit/Loss button in Financials gives you an overview of the main figures relating to profit and loss accounts. The lines will show balances from the accounts and the columns divide them into time periods. You can enter and edit your own reports in addition do the systems default reports.
How to create a Profit & Loss view
Select the Accounting year that will form the basis for the balance (from top left the drop-down list).
Select report setup from the drop-down list located in the middle of the toolbar. This will decide what lines should to be included in the report. The pre-defined setups can be edited, and you can create new ones.
Select column setup from the drop-down list to the right in the toolbar. This decides what time periods the report setup lines should be divided into. You can also create your own column setups.
The Profit & Loss view has now been defined.
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