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Profit & Loss Statement

Generate income and expense summary

Profit & Loss Statement

What It Shows

Income and expenses for a period:

  • Revenue
  • Cost of goods sold
  • Operating expenses
  • Net profit/loss

Generating P&L

  1. Go to Reports > Financial > P&L
  2. Select date range
  3. Choose comparison (optional)
  4. Generate report
  5. Export if needed

Report Options

  • Monthly/Quarterly/Annual
  • Compare with previous period
  • Compare with budget
  • Drill-down to transactions

Key Metrics

  • Gross profit margin
  • Operating profit
  • Net profit margin
  • Expense ratios

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