Before you start
- Income and expenses have been recorded for the period you want to review.
What the report tells you
Profit and loss summarizes income minus expenses for the chosen dates. It is most useful when the same accounting basis and date range are used consistently.
Review profit and loss
- 1
Open Profit & Loss
Go to Reports, then Profit & Loss.
- 2
Choose the date range
Start with a completed month, quarter, or year. Compare the same type of period each time.
- 3
Review income
Check whether reported revenue matches the work and payments recorded in Zentive for the period.
- 4
Review expenses
Look for missing categories, unusual spikes, or costs recorded in the wrong period.
- 5
Use net profit as a starting point
Investigate the jobs, services, and cost categories behind the total before making a major business decision.
Zentive is not a replacement for tax advice
Ask your bookkeeper or accountant how this operational report should be reconciled with your official books.
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