BWA, P&L and balance sheet: drill into any figure down to the booking.
The classic reports come from the same processes as your orders and invoices. Yesterday's order is today's invoice and tomorrow's entry in your BWA (the standard German monthly management report).
The reports at a glance
All reports draw on the same bookings. There is no export and no reconciliation between two programs.
- BWAThe management accounts report, compared with the prior period.
- P&L and balance sheetProfit and loss statement and balance sheet as classic reports.
- Trial balanceThe trial balance (SuSa) shows all accounts with their totals and balances.
- EÜRThe annual cash-basis profit statement (Einnahmen-Überschuss-Rechnung). More on the VAT page.
- Business unitsSeparate units per account, for example "workshop" and "rentals", each with its own BWA.
- Pre-checkBefore the tax return, a plausibility check flags gaps, incorrect bookings and unusual tax rates.
From the report to the single booking
If a figure catches your eye, you click into it instead of searching through folders.
- Figure in the reportYou see the item in the BWA, P&L or balance sheet, next to the prior period's value.
- LedgerOne click opens the figure down to the individual ledger account.
- BookingOn the ledger you see every single booking that makes up the figure.
Related
Your figures, always up to date
Try the WorkOrderAgent free for 20 days, or let us show you the BWA and balance sheet with your own figures.
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