Build a financial report you can explain
Review source records and accounting settings before relying on the result.
Updated 16 October 2026
On this page
Where to find it
Finance → Financial Reports
Other topics
Select the reporting basis
In Financial Reports, choose the shop and reporting period. Review the included sales, purchases, expenses, delivery accounting and staff data before generating the report.
Understand delivery accounting
Delivery channel amounts affect calculations according to their configured accounting method. Check cash-collected and bank-settled channels separately to avoid treating an externally collected payment as drawer cash.
Explain differences before closing
Compare the generated result with manager reports and supporting documents. Review missing data, corrections and report settings. A calculated operating result is not automatically the same as bank cash or statutory profit.
Available features depend on your shop configuration, permissions and supported devices.