Generate a P&L statement

Profit and loss for any period, with drill-down.

Open Reports → Profit & Loss. Pick the period (month, quarter, FY, custom range). The statement is grouped by income, direct costs (COGS), gross profit, indirect expenses, and net profit before tax.

Drill-down Click any number to see the underlying transactions. From there you can jump to the source invoice or bill in one click.

Comparison Add a comparison column: prior period, prior year, or budget. Variances show as percentages with red/green highlighting.

Export Export to Excel (with formulas preserved), PDF (printable, with your branding), or schedule as a recurring email.