Management reports show the overall value or profitability of your business over a period of time. They summarise all areas of your business into a few reports, including balance sheet, profit and loss and trial balance reports.
Shows the performance of your business over a specified period of time. It shows values for sales, purchases, expenses and overheads, then your company's total profit or loss.
Shows each nominal code balance up to a specified period. The balances display as debits or credits.
Run a management report
On the navigation bar, go to Nominal codes.
Click your management report. For example Profit and loss.
Click the action you want to take. For example, Preview or Print then press Run.
Select the period and chart of accounts you want to use, then press OK.
Run a management report for a previous financial year
To create management reports for a previous financial year, run the required report using the previous year's archive data.
If you didn't archive your data, provided you haven't cleared the audit trail for the period, you can run transactional management reports. You can run these within your current data to show your prior year figures excluding your year-end journals.