Reports & Analytics

Q: P&L/SOA looks wrong or empty.

A:

• Ensure invoices are posted and not drafts.

• Validate filters (date range, partner).

• Wait for updates to complete, then re-run.

• If there are totally no accounts in the report. Check accounts in Chart of Accounts. (“Include in gross” field should be checked)

Q: How do I run the GST Report?

A: Go to Accounting → Reports → GST Report, select the period, click Run. If blank, verify invoices have correct GST codes.

Q: Date range filter error in reports.

A: Ensure End Date is after Start Date and data exists for the selection.