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Getting Started
Roles & Permissions
Time Tracking
Invoices & Payments
Estimate Form Wizard
Accounting Engine
Accounts Receivable
Client Credits
A/R Aging
Collections
Statements
Report Interpretation
Profit & Loss
Balance Sheet
Trial Balance
A/P Aging
Storage & Files
Billing & Subscriptions
Real Estate Plan
RE Settlements Workflow
RE Commission Splits
RE Reporting
RE Follow-ups & Pipeline
RE Access Controls
Ops Console
Production Runbook
FAQ
The Profit & Loss report summarizes revenue and expenses over a date range.
What it answers
- Are we profitable this month/quarter/year?
- What are the largest expense categories?
- Which income accounts drive revenue?
How it’s calculated (high level)
- Revenue comes from posted income entries (e.g., invoices).
- Expenses come from posted expense entries (e.g., expenses, bills if configured to post).
- Totals roll up by the Chart of Accounts.
Tip
Use this alongside Aging reports to separate “book revenue” from “cash collected”.
Screenshots
Screenshot
Placeholder image - replace with a real screenshot in a launch polishing pass.