Income statement
Period income and expenses with year-over-year columns and a printable PDF.
Open Income statement from the sidebar, press Ctrl+K, or click Income Statement Table in the reports catalog. You need report-reading permission. The screen looks up the published table report named Income Statement Table. If that report is missing or not in use, the page stays empty instead of failing.
Parameters
Set parameters opens a docked sidebar.
- Period type — month, quarter, half year, year, year to date, month (year-over-year), or custom dates.
- Period — a preset window for that type, or start and end dates when you choose custom.
- Office (and any other stretchy fields the report defines) come from the banking service, not a hard-coded list.
Run sends those dates to Fineract. Comparison columns are extra runs of the same report for the same window one year earlier and two years earlier. If the report has no date parameters, Bankayo runs it once.
Amounts are ledger figures with no currency code: grouped digits and
parentheses for negatives. Dates on the parameter form use ISO yyyy-MM-dd on
the wire (en locale).
Layout
Rows are grouped as Income and Expense, with a section total for each and a Surplus / (Deficit) row (income minus expenses). Download PDF re-runs the report with the same parameters and prints the same columns.
Trial Balance stays on the generic catalog runner. It has no dedicated screen.
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