Reporting structure

The reporting structure defines how your accounts are grouped for management reporting. Instead of the standard tax layout, you build a structure that reflects how your company works.

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Layout

The reporting structure is split into two areas:

• Profit and loss (P&L) — income and expense accounts
• Balance sheet — asset and liability accounts

Switch between them with the tabs.

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Manage reporting sections

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Create sections

Create sections such as “Revenue”, “Personnel costs”, “Marketing”, “IT infrastructure”, or “Other operating expenses”. Each section has an internal name and a display name.

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Change the order

The order of the sections determines how they appear in reports and on the dashboard. Move sections up or down with the arrow buttons.

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Delete sections

Sections you no longer need can be deleted. Assigned accounts are marked as unassigned again.

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Assign accounts

The page is split into two columns: Left column: reporting sections — all sections of the active tab (P&L or balance sheet). Select a section to see its accounts. Right column, top: assigned accounts — every account assigned to the selected section. Click an account to remove it (it is then marked as unassigned). Right column, bottom: unassigned accounts — every account of the active account type (P&L or balance sheet) that is not assigned to a section yet. Click an account to assign it to the selected section.

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Warnings

A badge in the sidebar appears when accounts are not assigned to a reporting section yet. Review these regularly so your reports are complete.

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Tip

Start with a coarse structure (for example 5–10 sections) and refine it later. You can change the structure at any time. Existing mappings stay in place.

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