How to work with financial report

How to work with financial report

You can view financial report to control cash flow in your accounts. It’s a spreadsheet with income and expenses transactions sorted by categories.

To view financial report:

  1. Go to Finances → Cashflow in the management console.

  2. Click on the calendar in the upper right corner and select reported period.

  3. Select account from the drop-down list to check cash flow in cash or bank accounts.

  4. Select the type of spreadsheet display: by years, by quarters, by months, by weeks or by days.

  5. Click next to the transactions category total sum to view cashflow days, amounts and accounts.

  6. Click Export in the upper right corner to download Excel spreadsheet with financial report.

  7. Check Financial result in the bottom of the table. This is net profit including all expenses.

💡 If everything is configured properly, Financial result is equal to your net profit.

Use cash shifts to check income and expenses transactions added on the register.

Read more:

🎬 How to work with Finances in Poster

How to add an additional financial account

How to add a transaction in the management console

How to work with cash shifts on the register

How to add transactions categories