Smart Books

Reports

Run trial balance, P&L, balance sheet, ledgers, and related books.

Flowchart

flowchart TD
  A[Open Reports] --> B[Choose report family]
  B --> C[Set FY / period / filters]
  C --> D[Run report]
  D --> E{Drill down?}
  E -->|Yes| F[Ledger / voucher]
  E -->|No| G[Export or share]

Flowchart: Reports workflow flowchart for Smart Books. Enable JavaScript to view the interactive diagram, or follow the numbered steps below.

Steps

Open Reports (Alt+R) and pick a family — financial statements, ledgers, cost/inventory, or reconciliation.
Confirm financial year and period filters match the books you intend to review.
Run the report and scan for unexpected balances or gaps.
Drill into Account Ledger or a voucher when a line needs explanation.
Export or hand off to Financial Reporting / Auditor when statements need a formal pack.