Reports & P&L

Financials is a Shop-plan area (also on the 30-day Shop trial). Pick a period and branch context, then print or read the statements on screen.

Open Financials

Click Financials in the sidebar (feature-gated if your plan is Free or Solo).
Use the date range / period controls. Money In and Money Out are sibling pages for cash movements.

Income statement (Profit & Loss)

The P&L is titled Income Statement (Profit & Loss). It is built from paid invoice sales (and related returns), not from deposits sitting in liability.

Revenue / Income — net sales, paid invoice sales, sales returns, discounts
Cost of sales — parts cost (and related COGS adjustments), then GROSS PROFIT
General expenses

Revenue on the books follows invoice issue for MFRS 15 in operational accounting. Deposit collect is not revenue; deposit apply is not a second revenue credit. See Customer deposits.

Other reports on the same page

Report	What it shows
Debtors ageing	Who still owes you, by age of unpaid / issued invoices
SST summary	Sales & Service Tax — taxable revenue before SST
Cash flow / cash position	Drawer cash in (plus opening) vs cash out; deposit receipts as a memo line
Cash drawer ledger	cash_in / cash_out lines for the period and branch

Cash drawer shifts

You can Open Cash Drawer Shift with an opening float, then Close & Seal Z-Report (declared cash + variance reason). Cash-out can require manager approval depending on your shift settings.

CFO analysis

CFO Analysis is a deeper view of the same financials (trends, P&L commentary). Use it after the operational P&L looks right for the period.

Commission is separate Technician GP / sales commission is under Staff commission, not the P&L report pack — though both read invoice and parts cost.

Last updated: 8 September 2026