Profit & Loss
Go to Reports → Profit & Loss for the income statement of the selected period.
The statement uses invoiced revenue and approved vendor expenses.
Filters
Section titled “Filters”| Filter | Description |
|---|---|
| Currency | Company currencies, plus All Currencies. The page opens on the default currency. |
| Period | This Month, Last Month, This Year, Last Year, or Custom |
This Month runs from the 1st of the month through today. This Year runs through 31 December.
Income Statement
Section titled “Income Statement”The table has two columns: Line Item and Amount.
| Line | Description |
|---|---|
| Revenue | Invoiced revenue |
| Direct Cost | Direct cost, shown in parentheses |
| Gross Profit | Revenue minus direct cost |
| Operating Expenses | Operating expenses, shown in parentheses |
| Tax | Tax expense, shown in parentheses |
| Other Expenses | Other expenses, shown in parentheses |
| Net Profit | Profit after every line above |
When revenue is greater than zero, the header also shows Gross margin and Net margin as percentages.
Expense lines and negative results use parentheses. A chosen currency is printed in front of each amount. All Currencies prints the number only.
Export PDF
Section titled “Export PDF”Click Export PDF in the top-right corner. The PDF uses the active currency and period.