Enhanced Statement | Income/Expense Accounting

The Enhanced statement is a clear summary of the financial position and performance of your business. 

What it’s for:

• to see income and expenses,
• to check the result of the period
• to have an overview of the financial trend.

How to view the Enhanced statement

• Go to Report > Enhanced statement.
• You can see a preview and, if you want, save the report in PDF, HTML, or Excel formats, or copy it to the clipboard.

Customize the Report

The report can be customized in different ways. Below you find the explanation of the different options.

Page header

• Lines 1–4: space to enter a title or other information.
• Logo: you can insert your business logo.
• If you have already loaded logos in File > logo setup, you can select one from the list.
• Alternatively, using the Edit button, you can add a new one.

Column header

• Start date: start of the accounting period.
• End date: end of the accounting period.
• Previous year: end date of the previous period (for comparisons).

Cover page

• You can print a dedicated cover page.
• Here too you can insert a logo, choosing from the ones set or adding a new one.

Print pages

You can choose what to include:

• Accounts → list of accounts.
• Categories → list of categories.
• First page → prints the document header.
• Page break after accounts → prints accounts and categories on two separate pages.

Other sections

In the Include in print section you can enable other choices, such as showing or not certain data (some options, for example budget balances, are not available if you choose a specific period).