How to Generate a Profit & Loss Statement | Scribe

    How to Generate a Profit & Loss Statement

    • 0 step |
    • 36 seconds
      Navigate to Brokerage Engine
      Click "Accounting"
      Click "Reports"
      Click "Financial Reporting"
      Click "Profit and Loss"
      Click here to set the date parameters for the report
      Click "Current Month"
      Click "Generate"
      The Profit and Loss Statement will generate with the date parameters selected. In order to generate a Profit and Loss Statement per Class, you need to follow the additional steps below.
      Click "Select Class"
      Click here.
      Click "Close"
      Click "Generate"
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