Profit & Loss

The Profit & Loss page (/finances/pnl) shows a simple income-vs-expense summary for your workspace over a chosen date range. It answers the question: how much did the firm actually earn (net of costs) in this period?

Reading the report

Five tiles are shown side by side:

Tile	What it means
Invoiced	Total invoice value raised in the period, regardless of payment status
Received	Cash actually collected — invoices paid within the date range
Case costs	Expenses logged against individual cases (court fees, filing charges, misc.) in the period
Office costs	Firm overhead from Office Expenses in the period (rent, salaries, utilities, etc.)
Net profit	Received − Case costs − Office costs

Note

Invoiced and Received are different numbers. If you raised invoices but they haven’t been paid, Invoiced is higher than Received. Net profit is calculated on Received (cash basis), not Invoiced.

Selecting a date range

The date picker at the top-right defaults to the last three months. Change either the From or To date to adjust the window. The report reloads automatically.

Office costs by category

Below the five tiles, if any office expenses were logged in the period, a category breakdown table appears showing each cost category and its sub-total. This helps identify which overhead items are the largest drag on profitability.

Related pages

• Office Expenses — where firm overhead is logged
• Invoices — where invoices are raised and payments recorded
• Court fees — per-case fee tracking