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User Manual · Chapter 7 — Accounts and finance

Profit & Loss

Revenue and expenses for a period or a run of periods, drawn as the chart's tree — class by class, group by group, with subtotals — down to the profit. Set the range with From period and To period, or pick a Fiscal year and the whole financial year fills in at once — that is how you read a full year's trading without adding ten monthly statements together. Filter by branch or department to read one division's result. Only the two profit-and-loss classes appear here; the Balance Sheet's accounts are not in it. A single period's answer feeds the Finance cockpit's Net profit tile, and Chapter 2's comparisons read it like-for-like.

The tree opens folded shut to the group subtotals — open a group to drill into its accounts. Accounts with no movement anywhere in the range are left out, the page says how many, and Show accounts with no balance or activity brings them back; an account that moved and settled back to zero stays, because it is part of the range's story. All amounts are in your home currency — the page says so, and so do its exports, which also name the hidden count.

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