Balance Sheet, P&L, Ratio Analysis

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📊 Logic ERP: Profit & Loss Statement & Balance Sheet 📋

Logic ERP simplifies the process of preparing Profit & Loss Statements and Balance Sheets with 💡 automated calculations. Let's explore how to generate these reports efficiently! ✅


📈 Generating the Profit & Loss Statement

  • 🏠Navigate to Main Menu/Reports Queries and then click on Balance Sheet.

  • 📑Select Trading & Profit and Loss Account.

  • 📅 Choose the Financial Year and click 🔄Refresh Closing Stock Values.

  • 🛠️ Click Create Report to generate a detailed view of expenses & income.

✨ Additional Features:

  • 💹 View net profit or net loss for the selected period.

  • 🧾 Post final closing account entries directly from the report.

  • Procedure for Analyzing Gross Profit Impact Using GP Ratio

    1. 📊Select the GP Ratio: Choose the relevant Gross Profit Ratio for your analysis.

    2. Enter the Percentage: Input the desired percentage for the GP Ratio to understand its impact.

    3. 🔁Refresh the Closing Stock: Update the closing stock figures to reflect the changes brought by the new GP Ratio.


🧾 Generating the Balance Sheet

  • 📅 Select the Financial Year and click 🔄Refresh Closing Stock Values.

  • 🛠️ Click Create Report to generate the Balance Sheet instantly.

  • View Net Profit/Loss📈 and modify it using the GP Ratio.

🔁 Alternative Presentation Formats:

  • 📂 Group-wise Trading & Profit and Loss Account:

    • 🗂️ Click Trading Account Balance Sheet Groups for a grouped report.

    • 🧮 This view categorizes what the company owns (assets) and owes (liabilities).

  • 📂Group-wise Balance Sheet Presentation:

    • 🧾Click Balance Sheet Balance Sheet Groups for a detailed group-wise format.

    • 🏢Displays balance sheet heads with their respective balances.

    • 🧱 Provides a customizable financial view in Schedule VI AIM format (📘Companies Act).


Conclusion

With Logic ERP’s 📊 automated financial reports, you can:

  • 📉 Track Business Performance.

  • 💰 Analyze Profitability.

  • 🧾 Assess your company’s Financial Position.

All in just a few clicks! 🚀💼

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