PharmacyCopilot Docs

Accounting Reports Index

Trial Balance, Profit & Loss, Balance Sheet, Cash Flow, General Ledger, and aging reports.

Beyond the workflow pages in this section, PharmacyCopilot's accounting module generates a standard set of financial reports:

ReportWhat it shows
Trial BalanceEvery account's debit/credit balance, confirming the books balance
Profit & LossRevenue minus expenses over a period
Balance SheetAssets, liabilities, and equity at a point in time
Cash FlowCash movement over a period
General LedgerThe full transaction detail behind every account, across your whole chart of accounts
Receivables AgingHow much customers owe you, grouped by how overdue
Payables AgingHow much you owe suppliers, grouped by how overdue

Each report accepts a date range. For POS-specific business reports (sales, inventory, suppliers) rather than pure accounting reports, see the separate POS Reports Hub — accounting reports here focus on the formal financial statements.