Financial Reports
User guide for Financial Reports in the Numezis company portal.
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.
- Choose report type and date range.
- Apply filters (cost center, project, account).
- Export PDF or spreadsheet for fiduciary review.
Permissions and modules
Requires reporting read permissions.
Feature coverage
| Key | Title | Risk | UAT |
|---|---|---|---|
accounting.financial-reports | Financial Reports (P&L, Balance Sheet) | high | UAT-C-ACCT-RPT-001 |