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How to Generate Financial Report (CN Version) in GoFreight ?

Introduction

The Financial Report (CN Version, referring to the China Version) provides a detailed overview of an entity’s financial position and performance, including its assets, liabilities, equity, income, expenses, shareholder contributions, cash flow, and other relevant data for a specific period.

In some regions, different formats are used, referred to as Income Statement (CN Version) and Balance Sheet (CN Version) in GoFreight.

Note: To enable this type of Balance Sheet and Income Statement, please contact the GoFreight support team. By default, these two reports are only accessible to users with the General Manager, Accounting Manager, or Accounting roles.

To generate the Income Statement (CN Version) and Balance Sheet (CN Version) in GoFreight, please follow the steps below.

Generating Income Statement (CN Version)

This report provides a breakdown of the company's revenue (G/L code 4XXXX), costs (G/L code 45XXX), and expenses (G/L code 5XXXX), categorized into operating and non-operating business activities. It offers an in-depth view of the income and expenses incurred during business operations. (G/L code refers to General Ledger Code.)

  1. Navigate to “Accounting” > “Report” > “Income Statement” on the navigation bar.
  2. Select the "Period" and "Office", then click "Preview".
  3. A sample of the Income Statement is displayed below. Here, you can see both the current period amount and the cumulative amount for the current year.
  4. You can download the report in PDF or Excel format, or print it directly by clicking the respective buttons at the top of the preview page.

Generating Balance Sheet (CN Version)

The Balance Sheet presents financial data by reporting assets on the left side and liabilities and equity on the right side. Both sections are totaled at the bottom of the report and must always equal each other.

  1. Navigate to “Accounting” > “Report” > “Balance Sheet” on the navigation bar.
  2. Select the “As of date” and "Office", then click “Preview”.
  3. A sample of the Balance Sheet is shown below. You will notice the Asset items on the left and the Liability & Equity items on the right.
  4. You can download the report in PDF or Excel format, or print it directly by clicking the buttons at the top of the preview page.