ProductAccounting
Financial Reports
User guide for Financial Reports in the Numezis company portal.
Overview
Run balance sheet, P&L, and analytical reports from posted ledger data.
Where in the app
/c/companies/:companyId/accounting/reports
Step-by-step
- Open Accounting → Reports. (UAT-C-ACCT-RPT-001)
- Choose report type and date range. (UAT-C-ACCT-RPT-001)
- Apply filters (cost center, project, account). (UAT-C-ACCT-RPT-001)
- Export PDF or spreadsheet for fiduciary review. (UAT-C-ACCT-RPT-001)
- Review the audit trail on the record. (Expected: activity event with actor and timestamp.) (UAT-C-ACCT-RPT-001)
- If access is denied, verify module activation at tenant and company level before retrying. (UAT-C-ACCT-RPT-001)
Permissions and modules
Requires reporting read permissions.
Feature coverage
| Key | Title | Module | Docs impact | Summary | Risk | UAT |
|---|---|---|---|---|---|---|
accounting.financial-reports | Financial Reports (P&L, Balance Sheet) | ledger | required | Financial Reports (P&L, Balance Sheet) | high | UAT-C-ACCT-RPT-001 |