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.


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.


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.


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


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