Financial Reports
In this article, you will learn about using the financial reports.
Profit / Loss
-
By default, Profit / Loss tab is selected. You can also navigate to Taxes reports. Read below for more details.
-
Specify the Date Range and click on the Submit button to retrieve the search results.
-
You can download the search results in Excel spreadsheet or PDF format by clicking on the icon respectively. The file will be saved to your computer/device which you can refer to offline.
-
This report works well if you are tracking inventory. It will display information such as Product, Category (that the product belongs to), Quantity Purchased, Expenses, Quantity Sold, Income and Profit/Loss.
To access, click on the Reports button available at the top bar and select the tab for Financial Reports.
Taxes
-
Select the tab for Taxes.
-
Specify the search criteria such as Date Range and POS. Click on the Submit button to retrieve the results.
-
This report will break down by product taxes that were collected. If you are not collecting taxes, you will not need to run this report.