How can I view the finance report?

Modified on Mon, 05 Sep 2016 at 01:28 PM

  1. At the top of your dashboard, click the module access icon > Administration > Finance > Finance Reports > Transaction Report.

  2. Select the start date and end date of the reporting period.

  3. Click the Display Report button.

If you’ve added custom expense and income categories, the report would look something like this.

Click on a finance category to drill down and view individual transaction details.

For example, click on the Salary Account category and view the overall salary amount paid to each department for the specified period.

You can also click on a department to view the salary amount paid to each employee for the specified period.

You can click on an employee’s name to view the employee’s payslip details.

It also displays a graphical representation of the income and expenses with finance categories along the x-axis and income/expense amounts along the y-axis. 

For more information, watch this-

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