How to view profit and loss totals

Learn how to view profit and loss totals from a specific date range in Bookipi Invoice mobile app – cash flow


Please note: that the cashflow feature is currently only available for users who are in the AU and US


Step 1: Select Cash Flow

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The cash flow dashboard is automatically set to the current Financial Year view. Here you will be able to see your total balance, Total P&L for the timeframe selected, Monthly P&L, Monthly Expense, Monthly Income, and your top 5 expenses for the timeframe selected.


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To change the timeframe, follow the steps below:

Step 2: Select Financial year and then choose Custom.

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Step 3: Select the start and end dates of the data you would like to see.

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Once that’s complete you will be able to see your Profit and Loss for the dates you have selected.

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Scroll down to see your monthly expense totals and your top 5 expenses for the period selected.

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Select income to view the monthly income totals for the period selected.

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