Reports > Financial > Creating an Income/Expense report

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Creating an Income/Expense report

The Income/Expense report displays income and expense statements for the current year. The report automatically calculates the amount of depreciation for the current fiscal year, based on the rate selected. You can display a cash or accrual report.

To display an Income and Expense report:

  1. Select Report Console from the Reports menu. The report console opens.
  2. Select Financial from the menu panel on the left, and then select Income/Expense.
  3. Select Summary, Detail, Line Chart or Bar Chart from the Style drop-down menu.
  4. Select the Type of report you want to display. 
  5. Select the accounting Method (Cash or Accrual). An accrual statement includes all outstanding accounts receivable and accounts payable charges. A cash statement includes the current balance of income and expense accounts.
  6. Select the Depreciation rate. This determines how much CCA expense is used to reduce net income. This option is available for summary and detail styles when the Type is set to General. You can select:
  7. Select the Date range.
  8. If you selected Enterprise comparison, select the Enterprises that you want to include on the report from the list by clicking All or selecting the check box beside each enterprise.
  9. Click Page View.      

Last updated on February 24, 2015 by FCC AgExpert