Learn the concept
This is the step-by-step. For what it is and how it fits the bigger picture, read Finance reports in the reference.
This is the step-by-step. For what it is and how it fits the bigger picture, read Finance reports in the reference.
What this covers
The accounting and compliance reports you need to understand the business and meet your obligations.
Open Finance reports
Go to Menu > Finance > Reports.
What you can run
- Core statements. Trial Balance, Profit & Loss, Balance Sheet, General Ledgers, Journal Entries.
- Payments and claims. Bill Payments, Reimbursement Claims, Payroll Expenses.
- e-Invoice. e-Invoice Submission and e-Invoice Consolidation.
- Audit and tax. Audit Trail, Tax Summary, Tax Listing.
- Foreign exchange. FX Transactions, FX Exposure, FX Realised gain and loss.
- Management reporting. Income Statement, Financial Position and Cash Flow Statement, with period comparisons.
Good to know. The management reports are built for reading by period, so you can compare months or quarters side by side.
Related
- Read your financial statements
- Reports overview