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.

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

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.