Read financial statements
Accounting reports read posted journals to show balances and financial performance. Use them after reviewing your chart, posting dates and branch scope.
Accounting reports read posted journals to show balances and financial performance. Use them after reviewing your chart, posting dates and branch scope.
Review statements
- Open Reports › Accounting Reports.
- Choose General Ledger to trace account movements.
- Choose Trial Balance to review debit and credit balances.
- Choose Income Statement for income and expenses over a period.
- Choose Balance Sheet for the financial position at the selected date.
- Set the available date, branch and account filters.
The General Journal helps review the posted entries behind these figures.
Draft journals do not appear as posted financial activity. Check posting state before investigating a missing amount.
A balanced trial balance does not prove every account selection was correct; inspect unusual balances and source references.
Review the branch, posting date and account selections before confirming a financial action. Posted journals feed the statements; saving a draft alone does not. If a posted amount needs correction, use the supported reversal or adjustment workflow and retain the original reference so the accounting history remains understandable.
See manual journals and daily posting.
Still need help?
Our support team is here. Tell us what happened and which branch.