Simon Clive at 02:36, 31 August 2011

2011-08-31T02:36:12Z

Simon Clive: Created page with " Profit and Loss Reports Can you run a Profit and Loss Report from the main screen? Select Accounts tab from the Main Menu and then the Profit and Loss Button. This will displa..."

2011-06-27T05:48:28Z

Created page with " Profit and Loss Reports Can you run a Profit and Loss Report from the main screen? Select Accounts tab from the Main Menu and then the Profit and Loss Button. This will displa..."

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Profit and Loss Reports

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

Select Accounts tab from the Main Menu and then the Profit and Loss Button.
This will display the Profit and Loss Report.

Selecting by Department

Set the Profit and Loss Report by Department
Select the Department required from the drop down menu
Select All Departments by ticking the "All" box. You will notice that each department has been added as a
separate column to the P & L Report. And the P & L now displays all departments from the drop down list.

NB: The Total Amount column will always display regardless of the selection of Departments.

Using the Radio Button Options

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 updated/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.

Running a Profit and Loss Report from the report selector changing the dates on
the report selector.

Open up Reports selector from either:

- Tab at bottom left of main screen (Choose from side radio buttons Accounts) then select P&L Report
- Top Menu bar Reports tab which will open up a drop down menu for selection. Select Accounts then P&L Report
- or select the Accounts Reports Button in Main Menu.

Click on P & L then select from the drop down menu Today
Yesterday
Last Month etc.
or Select a specific date range by changing the From and To dates.

Then Click OK
Select the Update Batch tab if required to ensure all transactions are update before running the Report.

@@ Line 1: / Line 1: @@
-Profit and Loss Reports
+Can you run a '''Profit and Loss''' Report from the main screen?
-Can you run a Profit and Loss Report from the main screen?
+*Select the '''Accounts''' module from the '''Main Menu '''and then the '''Profit and Loss''' Button which will display the Profit and Loss Report.
-Set the Profit and Loss Report by Department
+Running a '''Profit and Loss''' Report from the '''Report Selector''' changing the dates on the report selector.
-Select the Department required from the drop down menu
-Select All Departments by ticking the "All" box. You will notice that each department has been added as a
-	separate column to the P & L  Report. And the P & L now displays all departments from the drop down list.
-NB: The Total Amount column will always display regardless of the selection of Departments.
+*Open up the '''Reports Selector''' from either the '''Reports''' Button at the Bottom left of main screen and select the '''Accounts''' radio button then select '''P&amp;L Report&nbsp;'''
+*From the '''Top Menu''' bar the '''Reports''' tab will open a drop down menu for selection select '''Accounts''' then'''P&amp;L Report'''&nbsp;&nbsp;
-Using the Radio Button Options
+*Select '''Accounts''' in the Main Menu then the '''Accounts Reports''' button.
+*Click on '''Profit and Loss''' and select a '''Date Range''' from the drop down menu Today Yesterday Last Month etc. or Select a specific date range by changing the '''From''' and '''To''' dates.
-Three options can be selected using the Radio Buttons to Exclude Tax, Include Tax or Both
+*Then select '''OK '''
+*Select the '''Update Batch''' button if required to ensure all transactions are updated before running the Report.
-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 updated/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.
-−
-−
-Running a Profit and Loss Report from the report selector changing the dates on
-the report selector.
-−
-Open up Reports selector from either:
-−
-- Tab at bottom left of main screen (Choose from side radio buttons Accounts) then select P&L Report
-- Top Menu bar Reports tab which will open up a drop down menu for selection. Select Accounts then P&L Report
-- or select the Accounts Reports Button in Main Menu.
-−
-Click on P & L then select from the drop down menu 	Today
-								Yesterday
-								Last Month etc.
-	or Select a specific date range by changing the From and To dates.
-−
-Then Click OK
-Select the Update Batch tab if required to ensure all transactions are update before running the Report.

19 Profit and Loss - Revision history

Simon Clive at 02:36, 31 August 2011

Simon Clive: Created page with " Profit and Loss Reports Can you run a Profit and Loss Report from the main screen? Select Accounts tab from the Main Menu and then the Profit and Loss Button. This will displa..."