Financial statements

The statements are built from the chart’s own structure, so a new account appears where you put it without anyone maintaining a report layout.

• Balance sheet as at any date, with a comparison date alongside.
• Income statement for any period, compared against another period or last year.
• Trial balance with opening and closing balances per account.
• Report on a single department or project.
• Show or hide accounts with a zero balance.
• Accrual or cash basis.
• Statements print from a template you control, and export to PDF or CSV.
• Every line drills through to the transactions behind it.