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How do I export the Profit & Loss?

  1. Navigate to the section Accounting > Financial Statements > Accounting Reports

  2. Locate the Profit & Loss

  3. Click the 'View' button

  4. Use the filters to customize the report

    1. Click the ‘Date’ field to select a default date range or custom date range

    2. Select the 'Grouping' field to create a comparative report (e.g. monthly, quarterly, yearly)

  5. Click ‘Download’ or ‘Email Report’

  6. Select the report format (i.e. PDF or XLS)

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