Profit and Loss (P&L)

The Profit and Loss (P&L) report shows income, expenses, and net income for a specific period of time.

To access the Profit and Loss:

1. Navigate to the Reports drop down.

2. Click Financial.

3. Select Profit and Loss.

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You can further refine your report view by using the filter at the footer of the report.

1. Click the More button to view further filter options: Class, Customer, Department, Item.

2. Click the Refresh button to update the report using the selected filters.

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You can easily drill down further on the report by clicking the View Detail button. This will show a transaction level break down for each account.

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If you want to drill down further to view the details for a specific transaction, simply click on the Transaction.

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