Generating the profit and loss report


To know the profitability of your business, generate a profit and loss report. You can generate it at the end of the fiscal year or for a shorter period in the case of an intermediate profit and loss report.

To generate the profit and loss report:

  1. Access the Profit and loss report.

    Reports and exports > Financial reports – Profit and loss

  2. Choose a period (Fiscal year / Date).
  3. If necessary, show Only lines with amount.
    This limits the number of rows to only those rows that have a non-zero amount.
  4. Generate the profit and loss report.
The amounts in the profit and loss report are derived from the ledger accounts. Specific rules embedded in the report determine which ledger accounts contribute to each section of the profit and loss report.
Ledger accounts for which no rules are defined appear in the Unidentified accounts tab. This can be the case for manually created or imported ledger accounts. 

You can export the report to an Excel file in .csv or .xlsx format.


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