01
Profit and loss
Review income, costs and operating performance for the reporting period.
Financial visibility
Turn current records into decisions
Review profit and loss, statement of financial position, receivables, payables and management dashboards from current records.
Illustrative workflow
UsawaBooks module
Financial Reporting
01Maintain current records
02Review the reports
03Use the context
Connected to the wider accounting record
Why it matters
Turn connected records into a clearer financial view
Review profit and loss, statement of financial position, receivables, payables and management dashboards from the records maintained across UsawaBooks. Reports provide the wider context behind day-to-day financial decisions.
Core capabilities
The records and controls your team needs
02
Statement of financial position
Understand recorded assets, liabilities and equity in a structured statement.
03
Receivables and payables
Review outstanding customer and supplier balances with clearer ageing context.
04
Management dashboards
Bring key financial information together for regular business review.
A clear workflow
From daily activity to useful records
A consistent process makes the information easier to maintain, review and use.
- 01
Maintain current records
Keep sales, purchases, cash and operational activity organised across the system.
- 02
Review the reports
Examine performance, position and working-capital information together.
- 03
Use the context
Bring current financial information into management and adviser discussions.
Connected accounting
This feature does not work in isolation
Related modules keep operational activity close to the wider financial record.
Who it supports
Useful across the people responsible for the records
Business owners
Move beyond bank balance alone when assessing performance.
Management teams
Use current financial context in regular operating reviews.
Accountants and bookkeepers
Work from connected ledgers, balances and financial statements.