Configure reporting

You use Reporting to generate a financial report.

Note: 

A good alternative for the Reporting part in Profit Financial is the Reporting Cockpit. This functionality has been developed because of the changing legislative directives and developments which mean, for example, that the reporting must be done using the standard SBR in XBRL format. You can also use the reporting cockpit to lodge the CoC documents and send them in XBRL. Eventually AFAS will fetch the reporting functionality from Profit and we will advise you to use the new reporting cockpit instead of the old one.

Description

A financial project is the basis of the reporting. The financial project contains the figures from the period on which you are reporting. You can create monthly, 4-weekly or quarterly reports. This depends on the time frame for which you are adding the financial project.

If you add a financial project, Profit generates the ledger set automatically in most cases. Next, you add a feature set. After this, configure a feature set and link the ledger accounts in the ledger set. This creates the reporting structure.

Procedure

• Ledger set
• Feature set
• Feature structure

Also see

• Reporting

  Using Reporting, you can work out the extended trial balance, generate reporting and consolidate.

• Add a financial project

  A financial project is the basis of all parts within the reporting. In a financial project, you gather together the trial balance and other information.

• View the reporting cockpit

  The reporting cockpit provides you with a simple tool for creating a balance sheet, profit and loss account and a financial indicators overview from Profit without having to use the extended Reporting component in Profit Financieel.