How to view the finance report

1. Click Menu → Administration → Finance → Finance Reports → Transaction Report.
2. Select the start and end dates.
3. Click Display Report.

If you’ve added custom income and expense categories, the report looks like this:

Screenshot — to be addedpublic/images/articles/finance-report-2.png

Drill into the details

Click any finance category to see its transactions. For example:

1. Click Salary Account to see total salary paid per department for the period.

Screenshot — to be addedpublic/images/articles/finance-report-3.png

2. Click a department to see each employee’s salary.

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3. Click an employee’s name to see their payslip.

Chart

The report includes a chart of income and expenses, with finance categories on the horizontal axis and amounts on the vertical axis.

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