Your clients can view a profit and loss report from their Countingup app. Our latest update to the Accountant Hub - the Reports feature - adds a live profit and loss report that you can access alongside your client’s bank statements, receipts, and bookkeeping records. As their paired accountant, you can access this report in real-time.
To view your client’s profit and loss report follow these steps:
- Sign in to the Accountant Hub
- Select the client whose report you wish to view
- Click the ‘Report’ tab at the top of the screen
- Click the ‘Profit and Loss’ option
- Use the dropdown menu under the client’s name to select the time period you wish to view
- Click ‘Apply’