Glance Card
Getting Started with Rundoo · Accounting
Read Your Financials
The three reports you'll use most, all under Admin › Reporting. Each runs on demand: pick a date, click Run.
The big three
1
Profit & Loss
How you did over a stretch of time. Income, COGS, Gross profit, Expense, Net profit.
A date range you pick
2
Balance Sheet
Where you stand on one day. Assets, Liabilities, Equity.
A single day, not a range
3
General ledger
Every line behind the numbers, with debits, credits, and net change.
Every entry, any range
Run any report in 3 steps
- Go to Admin › Reporting and pick a tab.
- Set the Date, and on the ledger add a Filter (like Account) first.
- Click the blue Run. Nothing shows until you do.
Balance sheet health check
Total Asset = Total Liabilities and Equity
If the top and bottom don't match, check starting balances in Chart of Accounts.
Every P&L number drills through. Click any dollar amount and Rundoo opens the General ledger, pre-filtered to that account and date. Just click Run to see the entries behind it.
Export lives on the ledger. The General ledger has Download (CSV) and Print at the top right. For a PDF of the P&L or balance sheet itself, use your browser's File then Print then Save as PDF.
How you did, where you stand, and every line behind it. · rundocs.com