Forum Discussion

Saaki's avatar
Saaki
5 years ago
Solved

Profit & Loss [With Last Year] Report Date Issue in FY2020

Hi,

There is an issue with the report Profit & Loss [With Last Year], but oddly enough, it only happens if the current financial year is FY2020 in the software.

 

FY2020, the report shows " July2020-June2021" which should be "July2019-June2020"

FY2019, the report shows " July2018-June2019" which is correct

FY2021, the report shows " July2020-June2021" which is correct

 

I've confirmed with customer service staff, this is an issue. Just wondering if this will be fixed any sooner? Thanks

Report
  • Tracey_H's avatar
    Tracey_H
    5 years ago

    Hi Saaki 

     

    Thanks for your post and I'm sorry no one has replied to you yet. The Profit and Loss (with Last Year) is based on the filter for the normal Profit and Loss report. So run the normal Profit and Loss for the year you want and then run the Profit and Loss (with last year). 

     

    Please let me know if you need further help.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

5 Replies

Replies have been turned off for this discussion
  • Tracey_H's avatar
    Tracey_H
    Former Staff
    5 years ago

    Hi Saaki 

     

    Thanks for your post and I'm sorry no one has replied to you yet. The Profit and Loss (with Last Year) is based on the filter for the normal Profit and Loss report. So run the normal Profit and Loss for the year you want and then run the Profit and Loss (with last year). 

     

    Please let me know if you need further help.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

  • Non-For-Profit's avatar
    Non-For-Profit
    Experienced Cover User
    5 years ago

    Hi, I have a similar issue.

     

    Under Setup > Company Information > Current Financial Year is 2020 (June).

     

    However, when I'm trying to get P&L report for Last Year Analysis, only FY19-20 and 20-21 years are showing. I need the FY18-19 and 19-20 reports. This is also needed for JobKeeper tests where we compare FY18-19 and FY19-20 'April to June' quarters for JobKeeper 2.0 - when will this be fixed? 

  • Tracey_H's avatar
    Tracey_H
    Former Staff
    5 years ago

    Hi Non-For-Profit 

     

    Your issue is also caused by the report being based on the filter for the normal Profit and Loss. So run the normal Profit and Loss for the year you want first. Or run the Profit and Loss (last year analysis), then go into Insert/Modify and the $ Difference columns, then refresh the report.

     

    Please let me know if you need further help.

     

  • Mike_James's avatar
    Mike_James
    Ultimate Cover User
    5 years ago

    Hi Tracey_H , this report should be using its own date filter, like any other report. I hope you can confirm that this is an accepted issue which is on the list for correction in the next release?

  • Tracey_H's avatar
    Tracey_H
    Former Staff
    5 years ago

    Hi Mike_James 

     

    While we would love to see a date filter added to that report with the next version it is not something that is actively being considered for development at this point. In the meantime, you will need to use the above workarounds.
     
    Please let me know if you need further help.

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.