Search Knowledge Base Articles

Accounting Pro — Reports · Profit & Loss Statement (how to use)

← Back to Accounting Pro overview

Reports · Profit & Loss Statement

Module: Accounting Pro

Where to open in admin

  1. Log in to Admin.
  2. Open sidebar menu Accounting Pro.
  3. Click Reports · Profit & Loss Statement.
  4. Direct route (for admins): admin/accounting_pro/accounting_pro_profit_loss

What this screen is for

Financial reporting for management and compliance.

How to use — step by step

  1. Select company (if multi-company) and date range/period.
  2. Choose report parameters (basis, detail level).
  3. Generate report and review totals against trial balance.
  4. Export PDF/Excel and share with management.
  5. Use comparative view for period-over-period analysis.

Common buttons & actions

  • Generate
  • Export PDF
  • Export Excel

Required permissions

Staff need the accounting_pro_financial_reports feature with: view, export.

Assign under Setup → Staff → Roles → Permissions.

Tips from module settings

  • Total unrealized and realized exchange gain/loss posted during the selected period.

Related guides

See the Accounting Pro overview for module-wide workflows, API, and setup.

Did you find this article useful?

Related Articles