Profit Loss-Report

Profit & Loss reports measure your company’s performance by comparing income and expenses to determine profit or loss over a period.

The system provides two types: Profit & Loss Upto Date and Profit & Loss (Date Wise) for overall and period-based performance analysis.

What is a Profit & Loss (Upto Date) ?

The Profit & Loss (Upto Date) report shows your company’s profitability by comparing total revenue and expenses up to the current date, helping evaluate overall business performance.

How to Use:

Step 1: Select Level
Choose summary or detailed view (e.g., Level 1 or higher).

Step 2: Set Scope
Select currency and apply business unit/branch filters if needed.

Step 3: Apply Options
Choose Posting Status and enable Without Opening for current period view.

Step 4: Analyze Results
Click refresh and compare revenue (credit) vs expenses (debit) to determine profit or loss.

What is a Profit & Loss (Date Wise) ?

This report tracks income and expenses over a period, showing opening, activity, and closing balances to analyze profitability trends.

How to Use:

Step 1: Set Date Range
Enter Date From and Date To for the analysis period.

Step 2: Select Level
Choose summary or detailed view (e.g., Level 1 or higher).

Step 3: Apply Filters
Select currency and apply business unit, branch, or dimension filters if needed.

Step 4: Analyze Data
Click refresh and review opening, income (credit), expenses (debit), and closing balances.