Accounting
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      3. Accounting

      Profit & Loss By Month

      This report breaks down the Profit earned and Losses incurred month by month for the period stipulated by yourself. It can be run for all or individual sites.

      It is used to review and plan for month by month fluctuations in income and expenses.

      Running the Report

      • Go to Accounting >> Accounting Form >> Reports >> Reports and select Accounting from the Report Category list.
      • Then select Profit and Loss By Month in the Report to Run list.
      • Set up the filters to select the data to be run for the report.
      • Click on Run Report to generate the report.

      Filters

        TYPE DESCRIPTION
      Run for Site

      This filter allows you to run the report for a specific Site.
      Show Ledger Code

      This filter allows you to select the Ledger Codes to be included in the report (i.e. External Code, Internal Code or No Ledger Code).
      Date Range

      This filter allows you to select a date range for which to run the report.
      Set Period to

      This filter allows you to set the date range to a specific Period (e.g.: Calendar Year, Financial Year, etc.).

      The Generated Report