| | Resolution | Create the standard report - Go to Reporting, then click Profit and Loss - Standard.
-
On the Period list, click the period you want to report on.
 TIP: Choose This year or Last year for calendar values, and set financial year-end for specific years. - If you use analysis types, for example, departments, click More, then click the required criteria.
-
Click Calculate to generate the report.
TIP: Clicking on a ledger links to the Nominal Activity report for transaction details. Return to Profit and Loss: click 'Back' on the browser. - To save or print the report, on the Export menu, click one of the following options:
- CSV - Files download to Downloads or prompt to Save, based on browser
- PDF - PDFs open in a new window/tab; print or save from your browser menu
Create a comparative report Comparing with previous years can help you gauge the progress of the business over time. You can also project future cash flows based on previous year comparisons. -
Go to Reporting then click Profit and Loss - Comparative
TIP: Enter Financial year-end in Accounting Dates & VAT for current or previous rear reports.
- Select either By Month or By Quarter. Then in the Value up to list, click the relevant month or quarter you want to report on.
-
If you use analysis types, for example departments, click More then click the required criteria. TIP: Clicking on a ledger links to the Nominal Activity report for transaction details. Return to Profit and Loss: click 'Back' on the browser. - To save or print the report, on the Export menu, click one of the following options:
- CSV - Files download to Downloads or prompt to Save, based on browser
- PDF - PDFs open in a new window/tab; print or save from your browser menu
[BCB:299:UKI - Personal content block - Dane:ECB] [BCB:306:UKI - Search override - Accounting UK / IE:ECB] [BCB:276:UKI - hide back button:ECB] |
|