Read financial and operational reports
Reports depend on data, period and filters. Trial balance reviews accounts; balance sheet shows financial position; profit and loss measures a period; cash flow explains movements.
Practical SINAD Business and shared-settings guides: company and team, sales and purchasing, inventory, accounting and reports. Follow workflows with screenshots and related guides.
Reports depend on data, period and filters. Trial balance reviews accounts; balance sheet shows financial position; profit and loss measures a period; cash flow explains movements.
Use the report matching the question: statements for movements, aging for maturity, sales/purchases for analysis, custom reports for chosen columns and filters.
A fixed asset is used over multiple periods and differs from goods held for sale. Record acquisition and accounting mappings before depreciation; inspect each resulting entry.
A budget is a financial plan for comparison, not an entry changing actual balances. Align accounts, period and currency so differences can be explained.