Monthly Profit and Loss

The Monthly Profit and Loss report displays twelve months of your income and expenditure.

1. Go to: Main menu > General Ledger module > Reports menu > Monthly Profit and Loss.

   

2. From the Date Selection window, in the Date field, type the month end date.

   Note: The income and expenditure is displayed for the twelve months ending with the date shown in the Date field.

   • Optional: Click Select Department to display a list of departments from which you can chose the required department.
   • Optional: Click Select Clinic to display a list of clinic from which you can chose the required clinic.
   • Click Subtotal Header Accounts Only if you would like a summary report.
   • To send the report to Excel, select the Send to Excel check box.
3. Click OK.
4. From the Set report destination window, select a report destination, and click OK.
5. If you want the report to be sorted by account code click Yes, otherwise it will be sorted alphabetically.

The report will print to the selected destination.