Income Statement

This section will demonstrate how you can generate your income statement reports.


Step 1: Click on New Income Statement Report

 

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Step 2: Select the report type from the drop down menu. You have the choice of three types of reports. Time period, Annual monthly and Annual quarterly

 

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Step 3: For example, let us select Annual Monthly report

 

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Step 4: You can now view the report

 

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Step 5: You can use certain filters, for example: Owner

 

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Step 6: You can add the Building filter as well

 

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Step 7: You can also see financial transactions that are not linked to any building by using the filter “Building: Not Assigned”

 

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Step 8: You can use the export button to export it to excel for reporting purpose

 

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Step 9: Once you have entered all the necessary data and information, you can click save.

 

 

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