The finance and compliance reports are the statutory and management view of the books: the statements you report with, the detail you audit with, and the summaries you file with. They all run on the shared report controls, so the depth here is in what each report answers, not how to drive it.
What you will learn
- The finance report families
- What each is for
The reports
- Statements – Trial Balance, Profit and Loss, Balance Sheet, Cash Flow: the core financial picture, covered in depth under Financial Reports.
- Detail and audit – General Ledger, Journals and the Audit Trail: every posting, for reconciliation and review.
- Tax – Tax Summary and Tax Listing: the figures behind a tax return, drawn from the tax ledgers.
- Multi-currency – FX reports for realised and unrealised gains and losses.
- Management – comparative and period-over-period views for decision-making.
Each is a lens on the same ledger: the statements summarise, the ledger and journals expand, the tax and FX reports slice for compliance. Drill from any of them down to the underlying documents.
Related
- How to: Run the finance reports
- Reference: Financial Reports (the statements in depth)
- Reference: Report controls