Enterprise Report

If you have setup and entered transactions using enterprises, you can generate an income and expense report to show net profit per enterprise.

Click Reports on the left. Here you can click Enterprise - 5 year comparison or an Enterprise report for a a custom date range within the current fiscal year. 

The Enterprise report is unique in that the only option is to download the report to a CSV file.  Depending on your operation, the number of current enterprises could be so large that the report would not fit on a single page in Accounting.  Downloading the report to CSV makes the viewing and comparing of amounts much more efficient.

You must have a spreadsheet program, such as Excel or Google Sheets, to open a CSV file.

Click the Enterprise report.  You can select to pull the report on the Cash or Accrual basis.  Select the date range you would like for your report.  Click Download.

The file will download and be accessible through your browser’s download list, or in your computer’s downloads folder.  Click on the downloaded file to open it.

Last updated on March 25, 2024 by FCC AgExpert