How to Access Quick View of Profit and Loss Account and Balance Sheet

Overview #

Welcome to the Papercare Working Papers help section. Papercare’s Working Papers provides a Quick View feature that allows accountants to rapidly access the Profit and Loss Account and Balance Sheet from any screen within the client. This feature is designed to offer a snapshot of the current period’s financial performance and position without navigating away from your current work.

Step 1: Accessing Quick View #

You can get a quick view of the Profit and Loss Account and Balance Sheet from any screen within the client. This feature is always accessible, providing immediate financial insights.

Step 2: Navigating to the Quick View #

To access the Quick View:
Click on the 📈 icon for the Profit and Loss Account.
Click on the 📖 icon for the Balance Sheet.

Step 3: Viewing the Current Period #

The Quick View will display a detailed view of the current period only. This allows you to stay updated on the most recent financial data.

Step 4: Viewing Comparatives #

To view comparative periods, please open the Profit and Loss Account and Balance Sheet in the standard way from the Accounting Tab in the main menu. This will provide a more comprehensive financial analysis over multiple periods.

If you have any further questions or need additional assistance, please contact our support team.

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