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ProductAccounting

Financial Reports

Run balance sheet, P&L and analytical reports from posted ledger data.

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

  1. Open Accounting → Reports. (UAT-C-ACCT-RPT-001)
  2. Choose report type and date range. (UAT-C-ACCT-RPT-001)
  3. Apply filters (cost center, project, account). (UAT-C-ACCT-RPT-001)
  4. Export PDF or spreadsheet for fiduciary review. (UAT-C-ACCT-RPT-001)
  5. Review the audit trail on the record. (Expected: activity event with actor and timestamp.) (UAT-C-ACCT-RPT-001)
  6. 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.

Compliance Profile

Set the company country pack, VAT scheme and fiscal identifiers used across modules.

Fixed Assets

Manage fixed assets, depreciation schedules and disposals linked to the ledger.

On this page

OverviewWhere in the appStep-by-stepPermissions and modulesRelated