How to Generate Accounting reports on Kwara Core

Created by Nicola Njagi, Modified on Thu, 14 Mar 2024 at 12:28 PM by Nicola Njagi

Introduction;

This step-by-step guide where we will walk you through generating accounting reports in our app. Whether you're a new user or need a quick refresher, this guide is here to help.


Step 1: Check User Permissions


Before you start, make sure the user has the necessary permissions to view and create reports:


1. Go to Settings.

2. Select Rules and Permissions and then Edit.

3. Scroll down to Other Permissions.


1. Confirm if the options Create Accounting Reports and View Accounting Reports are available.


Step 2: Accessing Reports


Navigate to the reports section to access the accounting reports.


Step 3: Generating Accounting Reports


This report consists of the Balance Sheet, Profit and Loss statement as well as the Trial balance.


To generate Accounting reports:


1. Select the required time- period for the accounting reports.

3. Click Generate.

4. The status will change from Pending to Complete.

5. Download and view the report in Excel.

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