Profit and Loss Statement

This article will focus on the Profit and Loss Statement within the Financials Tab and the functionality available at your fingertips.

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1. To access the Profit and Loss statement in ProfitSee, head to the Financials tab and the second section after the Analyst™ is the Profit and Loss statement. 

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2. The first option you have is to choose the Reporting Date of the P&L statement. 

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3. The next option you can select is the Comparison Date to view the P&L from a different period compared to the Reporting Date. 

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4. After this, you can select the Period in which you would like to view the P&L in whether that be MTD, QTD, Rolling QTD, YTD, Rolling YTD

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5. Once you've chosen your preferences, simply click the Load Report icon to view the results. 

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6. You can even collapse or expand the report depending on the level of detail of information you're looking for. 

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7. Another option is to decide whether or not you want to include empty accounts in the P&L statement. 

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8. Don't forget that you can quickly toggle between cash and accrual basis in the Profit and Loss statement. 

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9. When you are ready to share the report with your client you can copy it to a clipboard or generate and print a PDF version right here within the Financials tab. 

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10. If you are meeting with your client remotely and screen-sharing, you have the option of viewing in Full Screen Mode when in ProfitSee or the client dashboard. 

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11. To view more than one month at a time or the summary, simply click the + icon. Click the - icon to return to the summarized view. 

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Thanks for reading! Now you know how to utilize the functionality within our Financials Tab to generate and view the P&L in a variety of different ways. If you have any questions, please contact your dedicated account manager or reach out to us at support@myprofitsee.com