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‘Menus’ – ‘General Ledger ‘ – ‘Reports’ – ‘Profit and Loss’

Purpose

This menu item is used to print your Profit and Loss Report. There are multiple options to filter down to only print certain accounts/locations/sets or free fields etc.

How to use

To print the report, select  ‘Profit and Loss’ from the ‘General Ledger’ menu as shown below.

 

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You will then be presented with the following screen from which you can limit the entries that will be displayed.

 

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You can choose to print it by transaction and enter in a specific transaction range, by Period by selection a from and to period, or by specified posted or document dates. You can enter in a customised reporting title, choose to print the report summarised and then specify to which level you want to summarise it, or choose the currency to print the values in, or filter down to only display entries made in certain currencies.

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You will also see an accounts tab at the top of the screen where you can filter out certain account numbers, or a locations/sets or free fields tab if they are in use on your project.

Once you have made your selection press OK and the report will print as below.

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