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(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'''
  
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Profit and Loss Reports
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Can you run a '''Profit and Loss''' Report from the main screen?
  
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Can you run a Profit and Loss Report from the main screen?
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*Select the '''Accounts''' module from the '''Main Menu '''and then the '''Profit and Loss''' Button which will display the Profit and Loss Report.
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*To view the Profit and Loss by '''Department''' select the '''Department''' button and select from the list that will open.
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*Select '''All Departments''' by ticking the '''All''' box. You will notice that each department has been added as a separate column to the P &amp; L Report. <br>
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*The '''Total Amount''' column will always display regardless of the selection of Departments.
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*'''Three''' options can be selected using the '''Radio Buttons''' to '''Exclude Tax''', '''Include Tax''' or '''Both'''
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*The '''Default''' setting in ERP is to '''Exclude Tax''' in the headings. Therefore each column displays the suffix '''EX''' displayed.
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*Selecting the radio button '''Includes Tax''' each column will then display in the headings the suffix '''INC.'''
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*Selecting the radio button for '''Both''' the departments will be displayed with both '''EX''' and '''INC''' totals.
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*If other '''Users''' are creating transactions within ERP you can use the '''Refresh''' button to update the P &amp; L Report to display '''Current Data. '''
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*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.
  
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Select Accounts tab from the Main Menu and then the Profit and Loss Button.
 
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This will display the Profit and Loss Report.
 
  
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Selecting by Department
 
  
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Set the Profit and Loss Report by Department
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Running a '''Profit and Loss''' Report from the '''Report Selector''' changing the dates on the report selector.  
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Select the Department required from the drop down menu
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Select All Departments by ticking the "All" box. You will notice that each department has been added as a
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separate column to the P & L  Report. And the P & L now displays all departments from the drop down list.
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NB: The Total Amount column will always display regardless of the selection of Departments.
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*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;'''
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*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;
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Using the Radio Button Options
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*Select '''Accounts''' in the Main Menu then the '''Accounts Reports''' button.  
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*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.  
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Three options can be selected using the Radio Buttons to Exclude Tax, Include Tax or Both
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*Then select '''OK '''
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*Select the '''Update Batch''' button if required to ensure all transactions are updated before running the Report.
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The default setting in ERP is to "Exclude Tax" in the headings. Therefore each column displays the suffix (EX)
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displayed.
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Selecting the radio button "Includes Tax" each column will then display in the headings the suffix (INC).
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Selecting the radio button for "Both", the departments will be displayed with both (EX) and (INC) totals.
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If other Users are creating transactions within ERP you can use the refresh button to update the P & L Report to
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display updated/current data.
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You also have the option at the bottom of the screen to select Show Preview and Choose Template, tick these
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if you wish to see a preview, or to select a template before printing.
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Running a Profit and Loss Report from the report selector changing the dates on
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the report selector.
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Open up Reports selector from either:
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- Tab at bottom left of main screen (Choose from side radio buttons Accounts) then select P&L Report
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- Top Menu bar Reports tab which will open up a drop down menu for selection. Select Accounts then P&L Report
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- or select the Accounts Reports Button in Main Menu.
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Click on P & L then select from the drop down menu Today
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Yesterday
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Last Month etc.
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or Select a specific date range by changing the From and To dates.
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Then Click OK
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Select the Update Batch tab if required to ensure all transactions are update before running the Report.
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Latest revision as of 13:36, 31 August 2011

Profit and Loss Reports

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.
  • To view the Profit and Loss by Department select the Department button and select from the list that will open.
  • 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.
  • The Total Amount column will always display 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.


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

  • 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&L Report 
  • From the Top Menu bar the Reports tab will open a drop down menu for selection select Accounts thenP&L Report  
  • 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.
  • Then select OK
  • Select the Update Batch button if required to ensure all transactions are updated before running the Report.
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