Generate the Statement of Financial Performance/Income Statement.  The report works with the transaction date of the financial entries. It is also known as the profit and loss statement or the statement of revenue and expense. It focuses on the company’s revenues and expenses for a given period. It is one of three important financial statements reporting on the entity’s performance.

MaxMoney Setup

Resources

The Security option is available under the Report Section of the Role  Setup > Reporting > Statement of Financial Performance (Income Statement) Report. 

How to Access the Report

MAXMONEY

Go to Reporting -> Accounting-> Statement of Financial Performance.

Report Filters

The reports have selection options whereby you can drill down information to branch level etc. The following selections are available on this report:

• Report Type: Detail report or MIS monthly breakdown

• Branch: This field is optional.  You can generate the report for transactions which were created on a specific branch

• Region: This field is optional.  You can generate the report for transactions which were created on a specific region

• Transaction Date Start: This is a required field.  The date must be in the format: dd/mm/yyyy. Specify a date range.

• Transaction Date End: This is a required field.  The date must be in the format: dd/mm/yyyy. Specify a date range.

• Hide Zero Listings:  You can generate the report without ledgers with a zero balance.

• Create spreadsheet: Indicate if you want the report to be generated in a spreadsheet format.