Quarterly Profit and Loss reports now available

Following the launch of comparable annual Profit and Loss reports at the end of last year, we're delighted to introduce quarterly Profit and Loss (P&L) reports in FreeAgent.

With this new functionality, you can review and compare a client’s current quarterly income with data from previous quarters to highlight how well their business has performed recently. You also have the option to view all quarterly data for the current or previous accounting year in one report. This can be useful when identifying longer term cost-saving opportunities that you and your clients can consider in future quarters.

Another great thing about these new reports is that you’re able to download and export them as CSV and PDF files, which can prove useful for reporting or when comparing multiple projects.

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