Financial Reports — User Guide

1. Enable Accounting, then Financial Reports from Marketplace.
2. Open Finance → Financial Reports.
3. Choose a report:
   • Trial Balance — debit/credit nets as of a date
   • Profit & Loss — revenue and expenses for a date range, with net income
   • Balance Sheet — classic two-pane layout (assets vs liabilities + equity) as of a date, with an Assets = L+E check (includes fiscal YTD net income in equity)
   • Aged Receivables — open AR by aging bucket as of a date (historical balance: payments and applied credits on or before that date). Each row shows the linked customer (contact or company) with links to that record and to invoices filtered for them.
4. Set dates → Run report. Amounts use currency formatting and shared report chrome.
5. Use Export CSV to download Trial Balance, Profit & Loss, or Balance Sheet.

Reports use posted journals only. Voided journals do not appear.