Financial Statements
💡These articles explain the Financial Dashboard, the Statement of Financial Position, the Statement of Profit or Loss, the Trial Balance and how to fix trial errors.
Articles
- Financial Dashboard: Describes the Financial Dashboard for managing accruals, errors and pending transactions, with its buttons, filters, tabs, financial statement notes and charts.
- Financial Dashboard Tutorial: Shows how to use the Financial Dashboard to view the financial statements and accrual balances, solve errors, fix pending transactions and add notes.
- Financial Statements: Describes the Financial Statements module: its general, user and menu settings, the report sections it gives access to and its Data Pipelines for Output Templates.
- Statement of Financial Position: Describes the Statement of Financial Position, which shows assets, liabilities and equity for up to 12 periods side by side, with its buttons, filters and fields.
- Statement of Financial Position Tutorial: Shows how to view the Statement of Financial Position, change its dates, open accounts in the ledger, add notes and output it.
- Statement of Profit or Loss: Describes the Statement of Profit or Loss, which compares several periods against each other, revenue or a budget, with its buttons, filters and fields.
- Statement of Profit or Loss Tutorial: Shows how to view the Statement of Profit or Loss, compare it with the budget, drill into transactions, add notes and output it.
- Trial Balance: Describes the Trial Balance report of account debit and credit balances, with its buttons, filters and the fields of its Accounting, Categories and Transaction views.
- Trial Balance Tutorial: Shows how to view and customise the Trial Balance, check the double-entry balance, open ledger accounts, add notes and output it.
- Trial Errors Tutorial: Shows how to find and fix the errors that stop the Trial Balance from balancing.