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Tutorial

How to generate my Profit and Loss statement ?

On the left side navigation menu, choose « Bookkeeping», then « Reports »

Choose the desired fiscal year and click on the lookup button :

How to generate interim balance sheet ?

  • On the left side navigation menu, choose « Bookkeeping», then « Reports »
  • On the « Reports » page, check the « Interim balance sheet » box and then choose the desired date and click on the lookup button

How to carry accounts forward to the following fiscal year ?

  • On the left side navigation menu, choose « Settings», then on the settings page choose the « Accounting» tab
  • On this page you will find all your fiscal exercises with a button that you can click on to carry forward all account balances from on fiscal year to the following. Fiduly will take care of generating/updating the opening and closing entries in the accounting journal