Viewing an income statement

You can view an income statement and balance sheet in this window, when viewing an income statement, be sure to be on the Income Statement tab.

Watch this video to see how to view an income statement or follow the steps below it.

Navigate to the correct window

  1. Navigate to Ledger / Reports / Income Statement/Balance Sheet.

Enter the report parameters

  1. Select the appropriate financial year from the Year dropdown list.
  2. Select the appropriate period from the Period dropdown list.
  3. Select the appropriate report definition from the Statement dropdown list.
  4. Enter the date to which the income statement applies in the Date text box.
  5. If you want undeposited cheques to be included in the figures, tick the Include Undeposited Cheques checkbox.
  6. If you want undeposited payments to be included in the figures, tick the Include Undeposited Payments checkbox.
  7. If you want accounts with zero amounts to be included in the report, tick the Include Zero Accounts checkbox.
  8. If you want the income statement to be generated in summarised form, tick the Summary Only checkbox.
  9. Select either the Last Year YTD or Last Year Period option.

Generate the report

  1. Click the Accept button.

Print the report

This step is optional.
  1. Click the Print button.
  2. Specify the print options.
  3. Click the OK button.
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