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Reports: P&L, balance sheet, aging, statements

Ask for any AutoCount report by name and date; it is made with your book's own layouts and comes with PDF and Excel links.

Example prompts

Copy one into a chat with AUTOCOUNT connected and change the details to your own.

1. Profit and loss of Company A for September 2026, this month only.

2. Balance sheet of Company A as at 30 September 2026.

3. Debtor aging as at 30 September 2026, then the customer statements for September, one PDF per customer.

4. Invoice listing from 1 to 30 September 2026.

Include in your request

• The report in your words: P&L, balance sheet, trial balance, aging, statement, a listing or a document printout.
• The period (from and to) or the as-at date.
• Any filter you want: a customer or supplier range, a project, a department or a layout name.
• Not sure? Ask "What options does this report have?"

What happens next

• You get the figures in the chat and links to the PDF and the Excel file (sign-in needed). The links work for a limited time; ask again for a fresh copy.
• One PDF per customer or supplier runs in the background; you get a page with each PDF and a ZIP of all of them.

Tips

• Ask in Chinese (or add "in Chinese") and the Full Check working paper comes back in Chinese (setting Language=zh); other reports keep your book's own layouts.
• In books with e-Invoice switched on, invoice and credit note printouts are read-only previews: a QR appears only when the LHDN validation link is already stored, and nothing is submitted, validated or approved. Every document printout there (not only invoices and credit notes: delivery orders, quotations, orders and the rest too) prints only with AutoCount's own unchanged layouts or a layout ThinkMaker has reviewed and approved; another layout is refused with its name and hash for that review (meanwhile ask for one of AutoCount's own layouts). A document set to print an e-Invoice request QR, and a computer with an older AcBridge, are refused: print those in AutoCount, or ask for the listing report.
• Long runs (one PDF per customer, many documents) take a while; the AI asks before starting them.

Related topics

• Sales for a period: which figure, which reportSales in the accounts is the sales line of the profit and loss statement for the period; a sales analysis counts documents instead, so the answer says which one it gives.
• Full Check and how to read itAsk for a Full Check of one book as at a date to get an accountant's review of the whole book in one go, with a working-paper PDF.
• Month end: what is still missingAsk what is still missing for a month to see how far each kind of document is entered, the bank position and the month's closing entries, then work through it step by step.