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[Closed] How do I report monthly Income and Expenditure?

CT Support
(@slimjim)
Support Team Admin
Joined: 2 years ago
Posts: 154
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How do I report monthly Income and Expenditure?

The default reporting period for date-ranged reports is 12 months; however, if you want to report a  different period such as a single month then you simply change the Date From and Date To in the report options.

For instance, you need to report monthly income and expenditure for January at your next finance meeting.

In the Receipts & Payments by Cost Code report you would enter or select the following report options:

  • Date From: "01-JAN-2014"
  • Date To: "31-JAN-2014"
  • Click Update Report button


   
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