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16 Profit and Loss

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Profit & Loss

How do you add a budget to your Profit & Loss?

The Budget Profit And Loss screen shows you a comparison of your actual figure to your budgeted figures and shows the variance for each account. You can also see this information in a simpler list format in the Budget_v_Actual<LinkId=1142> list. You can also view a Budget Vs Actual for individual Jobs at Job_Budgets<LinkId=1143>

How to add budget to your P&L

Select Budget tab Select Budget Profit & Loss Report button Select the budget you wish to compare from the drop down list at the top left of the screen Select the date range to match the budget periods Deselect the Hide Variance check box

You can now see actual figures for each account, budgeted figures for each account and the variance between the two. Any variance that is a negative will be displayed in red.