How to Generate a Profit & Loss Statement
- 12 steps |
- 36 seconds
1
Navigate to Brokerage Engine
2
Click "Accounting"
3
Click "Reports"
4
Click "Financial Reporting"
5
Click "Profit and Loss"
6
Click here to set the date parameters for the report
7
Click "Current Month"
8
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.
9
Click "Select Class"
10
Click here.
11
Click "Close"
12
Click "Generate"
