Skill
Profit and Loss Detail
Use Hala Digital Assistant for getting the profit and loss detailed report from your accounting software. You can get a full PL report plus charts for Income and Expenses by period.
Dashboard elements
The dashboard includes the next sections:
- Total Income. Bar chart of total income for a particular period split by days/months/quarters in comparison with the previous year
- Total Expenses. Bar chart of total expenses for a particular period split by days/months/quarters in comparison with the previous year
- Profit and Loss statement. Table with the standard Profit and loss report with expanded options to the lowest level.
How to use
As an example, you can use the next utterances to execute this skill:
Profit and loss detail report
Detail PL
Detail PL for the last month
Detail PL for the period from 1st of January till 31th of December 2020
Default values
If you do not provide the period in your initial query, Hala will use the next period by default: This Fiscal Year-to-date
Dashboard options
For each dashboard, Hala has additional options that can be executed by users when they see the dashboard
- Change the dates - Allows you to change the dates for the information represented on the dashboard.
Integration
This skill is by default available for the next enterprise software:
