Profit and Loss report (P&L) – is a report that shows us the effectiveness of our business in the dynamics for the selected period.
It is formed on the basis of accrued income and expenses, in Finmap – in relation to the Transaction Date specified in the payment
ㅤㅤ Review the P&L report
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We can view the report in both graphical and tabular formats (1):
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ㅤㅤIn both data display formats, we have filters:ㅤ
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- Filter by date (2)
- Filter by category, project, counterparty (3)
- Switching data with and without regard to future transactions (4)
- Advanced filter by entities in the service and saved filters (5)
- Download the report data to our device (6)
ㅤㅤSchedules
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Graphs show aggregate information on expenses, income, and profits.
The buttons below the graph are clickable and you can select the desired information to display
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ㅤㅤDiagrams
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Pie charts display analytics by Category, Project, or Counterparty
When you click on the block with the desired category, the service will show what subcategories it consists of
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ㅤㅤSchedules of Income and Expenses by category
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In this graph, you can click on the columns for a more detailed display of the transactions that make up the total amount
And also, include or exclude the necessary information thanks to the clickable buttons below the graph
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ㅤㅤTable view of reports
In the table format (1), the data is displayed in total amounts on a monthly basis, we can expand the list of separate categories of Income and Expenses (2), and when you click on the desired amount (3) – at the bottom you will see a list of transactions that include it
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ㅤㅤDetails on report generation
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All transactions are included in the Profit report by the date of the transaction or the accrual period
About the accrual period – these are transactions in which we indicate for which period we want to take this amount into account
The accrual period is available for the following types of transactions:
- Salaries
- Taxes
- Own categories of expenses and income