Omer Farooq: Created page with "= Overview = '''Profit and Loss''' '''Profit and Loss - Can you run a Profit and Loss Report from the main screen?''' * Select the '''Accounts''' module from the '''Main M..."

2014-09-21T13:18:55Z

Created page with "= Overview = '''Profit and Loss''' '''Profit and Loss - Can you run a Profit and Loss Report from the main screen?''' * Select the '''Accounts''' module from the '''Main M..."

New page

= Overview =

'''Profit and Loss'''

'''Profit and Loss - Can you run a Profit and Loss Report from the main screen?'''

* Select the '''Accounts''' module from the '''Main Menu '''
* Select '''Profit and Loss''' Button which will display the Profit and Loss Report.
* To view the Profit and Loss by '''Department''' select the '''Department''' button and select the department from the list.
* Select '''All Departments''' by ticking the '''All''' box. You will notice that each department has been added as a separate column in the P&L Report.
* The '''Total Amount''' column will always display '''Total''' regardless of the selection of Departments.
* '''Three''' options can be selected using the '''Radio Buttons''' to '''Exclude Tax''', '''Include Tax''' or '''Both'''
* The '''Default''' setting in ERP is to '''Exclude Tax''' in the headings. Therefore each column displays the suffix '''EX''' displayed.
* Selecting the radio button '''Includes Tax''' each column will then display in the headings the suffix '''INC.'''
* Selecting the radio button for '''Both''' the departments will be displayed with both '''EX''' and '''INC''' totals.
* If other '''Users''' are creating transactions within ERP you can use the '''Refresh''' button to update the P&L Report to display '''Current Data. '''
* You also have the option at the bottom of the screen to select '''Show Preview''' and '''Choose Template''' tick these if you wish to see a preview or to select a template before printing.
* Clicking on '''By Period''' will allow you to see P&L Periodically, you have options from '''Month, Quarter and Year''''. Based on the ratio selection out of these three you can view periodical P&L Report.

19. Profit and Loss - Revision history

Omer Farooq: Created page with "= Overview = '''Profit and Loss''' '''Profit and Loss - Can you run a Profit and Loss Report from the main screen?''' * Select the '''Accounts''' module from the '''Main M..."