Accounting Reports in ERPNext
General Ledger
General Ledger report is a detailed report for all transactions posted to each account with the Credit and Debit entries listed. This includes references to Account, Cost Centers, Party, Project and Period etc.
- Log into your ERPNext account
- Go to Accounting > General Ledger > General Ledger
3. The Report will appear. Specify date and other parameters for a more detailed search.
4. To download the file in Excel, click ‘Menu’ and select ‘Export’.
Balance Sheet
A Balance Sheet is a statement of the financial position of a business that lists the assets, liabilities, and owner's equity at a particular point in time. In ERPNext, you can run the report across multiple years to compare values.
- Log into your ERPNext account
- Go to Accounting > Financial Statements > Balance Sheet
3. The Report will appear. Specify period and other parameters for a more detailed search.
4. To download the file in Excel, click ‘Menu’ and select ‘Export’.
Profit & Loss Statement
A Profit & Loss statement, also called Income Statement,is a financial statement that summarizes the revenues, costs, and expenses incurred during a specified period, usually a fiscal quarter or year. In ERPNext, you can run the report across multiple years/periods to compare values.
- Log into your ERPNext account
- Go to Accounting > Financial Statements > Profit & Loss Statement
3. The Report will appear. Specify period and other parameters for a more detailed search.
4. To download the file in Excel, click ‘Menu’ and select ‘Export’.