Financial Report - Profit & Loss

The Profit & Loss report is a report which compares a month by month breakdown of your income less your expenses. The P&L report is a highly useful report which shows your practices cash position.

To access this report, go to 'Dashboard' > 'Financial' > 'Profit & Loss'

Generating a Profit and Loss Report

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  1. Select the financial year to query
  2. Define how you calculate your cash income (date paid and date banked are for cash accounting, while date consulted is for accrual accounting)
  3. Define how your expenses are calculated (date paid is for cash accounting, while date purchased is for accrual accounting)
  4. Optionally define practitioners who clients are allocated to

Press 'Generate' when you are finished.

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Mark Pirotta -

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