Cash based reports?

[DPS]

Hi Ian,

I’m in exactly the same position as yourself (migrating from Wave Accounting and use cash basis exclusively).

I found the following links useful… hopefully you might find them helpful too:

How to create a cash based Profit and Loss Report

Please Note: We have now added a dedicated cash based profit and loss report. Find out more here. A standard Profit and Loss report is usually calculated on an invoice basis. This means that the income and expenditure is derived from the sales and purchase invoice dates and amounts, irrespective of whether they have been paid or not. Sometimes it is useful to get a Profit and Loss breakdown that is linked to payments and receipts, this is referred to as a cash based Profit and Loss statemen…

Cash Based Profit and Loss Report

Hi folks, hope you are all well. Just need a bit of help with reports if I could. Is there a report where I can see the profit and loss for a month that is just for payments in? I have looked at the profit and loss report but that seems to be showing everything we have invoiced also that is still awating payment. Is this doable? Thanks, Jamie