Profit and loss · BookPana Docs

Open the report

Open Financial Reports → Profit and Loss. On a phone, choose Reports → Profit and Loss.
Check the working year and the report’s date filters. Adjust the range to the period you want to review.
Wait for the rows to update, then review the totals in NPR.
Use Print for a printable view or the export action for a file. Send via WhatsApp prepares a PDF for sharing.

Read the figures

Read income, cost of goods and expenses for the selected period. Check the profit or loss at the bottom. Use the template selector if you need another report presentation.

Reports use posted records. If an amount is missing, check whether its invoice, payment or journal is still a draft, cancelled, outside the dates, or in a different company. Correct the source through the proper form rather than trying to edit a report row.

For a customer or supplier balance, also use Customer Ledger or Supplier Ledger under Sales or Purchases. Check that the company and date range match.

In BookPana

Example screens use fictional demo data. Your records and available actions depend on your company and access.

BookPana: income, cost of goods and operating expenses, desktop layout — Income, cost of goods and operating expenses

See the phone layout: Profit and loss

BookPana: income, cost of goods and operating expenses, phone layout — Income, cost of goods and operating expenses