No categories assigned

Pro Income Statement Job Aids

Revision as of 13:34, 28 June 2021 by Gelo (talk | contribs)

Income Statement Sheet Job Aids

Exporting Balance Sheet
  1. Under Main Menu, Click Reports
    Pro Balance Sheet (Export) - Step 01.png
  2. Under Reports Menu, Go to Financial statements then click Income Statement
    Pro Income Statement (Export) - Step 02.png

    • The user can also click the Search bar then look for Income Statement
      Pro Income Statement (Export) - Step 02.1.png

  3. Click the CSV button to Extract the report into CSV Excel File
    Pro Income Statement (Export) - Step 03.png

    • The user has an option to filter the record by changing the year, Filtering the date range or click the Income Statement Report Tab(Monthly, Quarterly, Yearly)
      Pro Income Statement (Export) - Step 03.1.png

Viewing Detailed Income Statement
  1. Under Main Menu, Click Reports
    Pro Balance Sheet (Export) - Step 01.png
  2. Under Reports Menu, Go to Financial statements then click Income Statement
    Pro Income Statement (Export) - Step 02.png
    • The user can also click the Search bar then look for Income Statement
      Pro Income Statement (Export) - Step 02.1.png
  3. Click the amount link for a specific Income Statement Lines. This is also applicable on Quarterly and Yearly Income Statement Reports
    Pro Income Statement (View) - Step 03.png
    Pro Income Statement (View) - Step 03.1.png
    Pro Income Statement (View) - Step 03.2.png

  4. Clicking the Voucher will redirect the user to the transaction.
    Pro Income Statement (View) - Step 04.png