Financial Reports

BlockPeer allows users to easily generate comprehensive financial reports for both fiat and digital assets. These reports provide a detailed overview of the organization's financial health and are essential for audits, tax filings, and financial decision-making.

Types of Reports Available

• Trial Balance

• Profit & Loss Report

• Balance Sheet

• Cash Flow Statement

• Sales Report

• Receivables Ageing Report

• Payables Ageing Report

All reports seamlessly integrate digital asset and fiat transactions, offering a unified view of the company’s financials.

Steps to Generate Financial Reports

1. Navigate to the Reports Section:

   • From the main menu, go to Reports & Journal.

2. Choose the Report Type:

   • Once in the Reports section, select the specific report you wish to generate from the following options:

   
3. Set Report Filters:

   • For most reports, you will be prompted to set various filters:

     • Date Range: Select the period you want the report to cover (monthly, quarterly, yearly, or custom).

     • Category: Select categories to focus on specific accounts or transactions.

     • Customer/Vendor (optional): Some reports, like receivables and payables ageing, will require you to filter by customer or vendor.

4. Generate the Report:

   • After setting the filters, click on Generate Report. The system will pull the required data and display the report on your screen.

5. Export the Report (Optional):

   • Once the report is generated, you can export it as a PDF or Excel file by clicking the respective export buttons.