Help centre · Accounts
What is on Financial Reports and which tab do I use?
Open this screen in Saral/accounts/individual-report
Accounts → Financial Reports (/accounts/individual-report): Profit & Loss (a period), Balance Sheet and Trial Balance (a date — the balance sheet defaults to the last month end), Cash Flow (projection, statement and the bank summary import on sub-tabs) and Report, which stacks the balance sheet above the P&L for one set of dates. Every organisation in the group appears as a column; tick which entities and company types to show, or Consolidate. The pickers know your financial year.
Not what you needed? Inside Saral, ask Kuku (Alt+K) — if it cannot answer, “Ask a human” sends the question to Saral support with the chat attached.