Profit & Loss(FY)

  • Step 1: Access the Statements sub-module of the Finance module from the left sidemenu as shown in the fig1 below.
  • Step 2: Click on Profit & Loss(FY) as shown in the fig1 below.
Image showing Navigation to Profit & Loss(FY)
Fig 1.0 Navigation to Profit & Loss(FY).

  • This displays a list view of Profit & Loss(FY).
Image showing list view of Profit & Loss(FY)
Fig 1.1 List view of Profit & Loss(FY)

Filter list of Profit & Loss(FY)

  • Use the Filter button, when clicked, gives you a dropdown where you can specify various parameters for filtering the records:
    • Company: A dropdown list of companies
    • Basis: A dropdown list of basis
Image showing Search, filter button and filter options
Fig 2.0 Image showing Search, filter button and filter options

Exporting Profit & Loss(FY)

  • Export the Profit & Loss(FY) data to excel by clicking the Export button
Image showing Profit & Loss(FY) export button
Fig 3.0 Image showing Profit & Loss(FY) export button.

Note: Once the export button is clicked, it pops up an option to download a copy of the Profit & Loss(FY) to your computer system as an excel document.

Printing Profit & Loss(FY)

  • Print the Profit & Loss(FY) data by clicking the Print button.
Image showing Profit & Loss(FY) export button
Fig 4.0 Image showing Profit & Loss(FY) print button.