Custom date Profit and Loss reports

From today, you can use custom date Profit and Loss (P&L) reports to review and compare a client’s income over a selected date range. This new report provides you with a greater degree of flexibility for viewing your client’s financial performance. It can be especially useful if you’re calculating a client’s average profits in relation to the Coronavirus Bounce Back Loan Scheme.

As with the monthly, quarterly, yearly and comparative P&L report options, you can download and export custom date P&L reports as CSV and PDF files.

If you have any questions about these features contact our Practice Support team on practicesupport@freeagent.com.