Financial Statement report

The financial statements report displays the value for services and article accordingly to the codes associated, during the period of time selected.

  • This report indicates the amount of taxes and details the amount of taxes applied to them (if it is the case)
  • This report includes the services invoiced, those ones that are paid, billed or not-invoiced.
  • This report includes the articles invoiced, those ones that are paid, billed or not-invoiced.
  • The invoices marked as void or loss are excluded from this report.

Click on :

  • Download as CSV : to export the data in an excel file
  • Printer icon : to print the data from the current page
  • Execute : to refresh the search when the period of time has been changed
  • Blue amounts : to obtain data from the an amount specifically

If you access this report and any data is displayed, we invite you to make sure that your charts of accounts and codes are well set.

Refer to this article to learn more about the Charts of accounts