View accounting reports
Use Financial > Accounting to review statutory reports, journal-backed analytics, filters, and exports.
Accounting is the Financial area for statutory reports and journal-backed analytics. The screen surfaces report data from the admin backend and does not rely on client-side accounting math.
Open Accounting
From the admin sidebar, open Financial, then choose Accounting. The page header explains that statutory reports and journal-backed analytics are rendered from the admin BFF, with no client-side accounting math.
Choose a report tab
| Tab | Use it for |
|---|---|
| Overview | A high-level reporting overview when available. |
| General Ledger | Journal-backed ledger rows by entry date, journal number, account, description, debit, and credit. |
| Trial Balance | Account balance review by reporting period. |
| Profit & Loss | Revenue and expense reporting context. |
| Balance Sheet | Asset, liability, and equity reporting context. |
| Cash Flow | Cash movement reporting context. |
| AR Aging | Accounts receivable aging context. |
| AP Aging | Accounts payable aging context. |
| Transactions | Transaction-level reporting rows. |
| Exports | Report export tools and exported file context. |
Use General Ledger filters
In General Ledger, choose a start date and end date, then optionally filter by Account code or Currency. Use these filters to narrow the ledger rows before reviewing totals or exporting the report.
Read report status and totals
The report can show a status banner such as Report is final. Summary cards show Debit total and Credit total when values are available. These values reflect the selected report and filters.
Read General Ledger rows
| Column | Meaning |
|---|---|
| Entry date | The journal entry date, such as 2026-05-13. |
| Journal # | The journal identifier, such as JE-2026-00001. |
| Account | The account name and code, such as Accounts Receivable 1100 or Product Revenue 4100. |
| Description | The journal row description, such as invoice, revenue, tax payable, refund, or cash mapping context. |
| Debit | The debit amount and currency, with base currency context when shown. |
| Credit | The credit amount and currency, with base currency context when shown. |
Export report data
Use Export CSV to download the currently selected report data. Confirm the date range, account code, currency, report tab, and report status before using the export outside Getme.