Change Accounting Method on a Report | Accounting & Bookkeeping Software UK.
Britixo allows you to view your reports using either the Cash or Accrual accounting method. This flexibility helps you analyse your business finances from different perspectives — whether you want to track real cash flow or forecast based on invoices and bills.
📊 Why Change Accounting Method?
💵 Cash Accounting – Reports show income and expenses only after money has been received or paid.
📑 Accrual Accounting – Reports include invoices and bills even if payments have not yet been made.
Switching methods lets you compare results and better understand your company’s financial position.
🔄 Change Accounting Method on a Report
📊 From the left sidebar, go to the Accounting module.
📑 Click on Reports.
📂 Select the report you want to view (e.g., Profit and Loss, Balance Sheet).
⚙️ Under Accounting Method, choose either Cash or Accrual.
🔍 Click the Filter button to apply changes.
Britixo will instantly refresh the report with the selected method, allowing you to compare figures side by side.
✅ Tip: Using both methods gives you a clearer view — cash basis shows your actual cash position, while accrual basis provides insight into future receivables and payables.