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See income and expenses

What this is for

See a period P&L-style summary: income, cost of goods, expenses, and net — from the books the product already posted.

Concepts

Reports → Financial → Income and Expenses.

Parameters sets the date range. Sections on the page: Income, Total Income, Cost of Goods Sold, Gross Profit, Expenses, Total Expenses, NET INCOME.

This is not a tax form. Tax collected is See tax liabilities. It is not the invoice list.

Before you start

  • Invoices, bills, and payments exist in the period (or you expect zeros).

Steps

  1. Open Reports.
  2. Under Financial, click Income and Expenses.
  3. Optional: Parameters for another range.
  4. Print to CSV if you need a file.

What happens next

If a line looks wrong, open the source invoice or bill from Invoices / Bills. Chart of accounts: Review the chart of accounts.

If something looks wrong

  • Empty income. No published invoices in the filter dates.
  • COGS is blank. Inventory / costing is off, or nothing received in the period.