Reports

Accounting reports are essential for understanding and managing a company's financial performance. Here's a step-by-step guide to accessing and viewing accounting reports in your system.

1. Navigate to the Reports Section  

2. Choose the Report Category:

3. Select the Specific Report:

   • Browse the list and choose the report you need, such as:
     • Account Balances
     • Tax Report
     • Purchases by Vendor
     • Income by Customer
     • Transaction Report
     • Profit & Loss Report
     • Account Statement
   • Click on the report name to proceed.

4. Set Report Parameters:

   • Define the time range 
   • Add filters if applicable. 

5. Generate the Report:

   • Click the View Report button.
   • The system will process your request and display the report.

6. Analyze the Report:

   • Review the data for insights into financial performance.
   • Identify trends, discrepancies, or areas of improvement.

7. Export or Print the Report:

   • If needed, export the report as a PDF for sharing or further analysis.
   • Use the print option for physical copies.