Skip to main content
Solved

Generate P & L and Balance sheet in IFS Cloud

  • June 7, 2024
  • 2 replies
  • 448 views

Forum|alt.badge.img+7
  • Sidekick (Partner)
  • 18 replies

HI,

Can I get a guide on how to run P& L  and Balance sheet in IFS Cloud . Appreciate if you can share a documentation, if any.

 

Many Thanks,

L.K  

Best answer by ddecker

Hello Lakna,

 

Since you have business reporter as a tag, I am assuming that is how you want to run these reports.  If you don’t know how to use business reporter, I suggest going to IFS Academy and signing up for the following course: IFS Cloud - Reporting & Analytics - Business Reporter Foundation.  It’s self-paced e-learning and I believe it is free.  Once you know the basics on creating reports, a balance sheet and P&L can be created fairly quickly with only the GL Balance information source.

 

2 replies

  • Do Gooder (Partner)
  • 30 replies
  • Answer
  • June 7, 2024

Hello Lakna,

 

Since you have business reporter as a tag, I am assuming that is how you want to run these reports.  If you don’t know how to use business reporter, I suggest going to IFS Academy and signing up for the following course: IFS Cloud - Reporting & Analytics - Business Reporter Foundation.  It’s self-paced e-learning and I believe it is free.  Once you know the basics on creating reports, a balance sheet and P&L can be created fairly quickly with only the GL Balance information source.

 


Forum|alt.badge.img+5

Hi @Lakna K ,

Could you please check whether the post below is helpful?

IFS Cloud - P&L, Balance Sheet | IFS Community

 

Thanks!

Janani.