Are reports calculated on Cash basis or Accrual basis?

InvGear provides accrual-based accounting (revenue recognized when invoiced) with cash flow reports available for cash basis reconciliation.

Analytics 4 min read• Updated October 2026

How to View Profit & Loss, Balance Sheets & Business Analytics

Understand your business health in real time. Gain instant clarity into gross revenue, operational expenses, net profit margins, top-selling items, and aging accounts receivable.

Guide Overview & Quick Facts

Screen Guide

Estimated Time 4 min read

Steps to Complete 4 Action Steps

Target Workspace ScreenFinancial Reports & P&L

Path: /business/reportsOpen This Screen in InvGear

Prerequisites: What You Need Before You Start

Recorded invoices, bills, and expenses.

Step-by-Step Instructions Box

Standard Operating Procedure

Execute these 4 sequential steps to complete the workflow without compliance errors.

4 Steps Total

Open the Reports Hub

Step 1 of 4

Click 'Reports' under Accounting in the sidebar (/business/reports).

Select Report Type

Step 2 of 4

Choose from core financial reports: Profit & Loss Statement, Sales by Customer, Sales by Item, Expense Breakdown, or Accounts Receivable Aging.

Apply Date Filters

Step 3 of 4

Filter by This Month, This Quarter, This Financial Year, or a Custom Date Range.

Export & Share

Step 4 of 4

Download high-resolution PDF or CSV files for bank loan submissions or investor reviews.

Frequently Asked Questions

Quick answers to common questions about using this screen.

Was this guide helpful?

Let us know how we can make our screen guides better.