How to create cash flow reports
Description
Cause
Resolution

Generate a cash flow statement

  1. Go to Reports.
  2. Select Cash Flow Statement.
  3. Enter the date range.
  4. Select the required accounts from Bank Accounts.
  5. Click Calculate.

What the cash flow statement shows

The values calculated for the cash flow statement are from payments and receipts already paid or received.

Opening Balance
Shows net money in and out, less liabilities, before the selected period. 
Cash Flow In
Includes all incoming money, bank transfers, and deposits.
Cash Flow Out Includes all outgoing money and bank transfers.
Closing Balance Shows total cash flow in minus the total cash flow out.
Owed to others Displays tax liabilities for the selected period.
Net Balance Shows the final closing balance for the period.

Export or review the report

  1. Use Export to save or print as PDF or CSV.
  2. Click Detailed to view transactions behind the report.
  3. Click Back to return to the main report.
Steps to duplicate
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