Reports
Reports
Balance Sheet, Profit and Loss, and Activity Logs — when to use each report.
What is this page?
Reports help owners and accountants see the big picture — not for every counter transaction.
Sidebar: Reports → sub-pages.
Which report when?
| Report | On-screen title | Use when |
|---|---|---|
| Balance Sheet | Horizontal Balance Sheet | You need assets vs liabilities at a date |
| Profit and Loss | Profit and Loss | You need income vs expenses for a period |
| Activity Logs | All Logs | You need “who changed this record?” |
Before you run reports
- Correct branch in app bar.
- Opening balance done for new companies.
- Day’s vouchers posted (receipts, payments, expenses).
Tips
| Tip | Why |
|---|---|
| Same date range on P&L and registers | Apples-to-apples |
| Export PDF for CA | Buttons on Balance Sheet / P&L |
| Activity Logs for disputes | Shows user and action |