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dgray76's avatar
dgray76
14 days ago
Solved

P&L Reports ?

Heya .. When will we see the option to generate P&L reports for current financial quarter and current financial year ? Current options aren’t very useful. Cheers ! 

  • Tracey_H's avatar
    Tracey_H
    6 years ago

    Hi ChrisU1 

     

    Thanks for your post. The date format in AccountRight is determined by the Windows settings so this will need to be changed by:

     

    1.Open Settings from the Start menu (Press the Windows Key and click the cog icon)


    2. Click on Time & language.
    3. Click on Date & time.


    4. Under format click the Change date and time formats link.
    5. Use the Short name drop-down menu to select the date format you want to see in the Taskbar.
    6. Use the Short time drop-down menu to select the time format you want to see in the Taskbar.


    7. Close the Settings app to complete the task.
     
    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.

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  • Hilary-Solo's avatar
    Hilary-Solo
    Trusted User
    14 days ago

    Hey dgray76!

    Great question—and you're not alone in wanting more useful report options (because yeah, we totally get that the current ones are a bit… limited).

    Here’s the good news: in Release 4, you’ll be able to run reports for this week, this month, this quarter—you choose. You're in control now. 🙌

    We can't give you the exact drop date (just in case final testing throws us a curveball), but let’s just say… we’re talking days, not weeks 👀

    Hang tight—your P&L dreams are about to come true! 💸

  • Sigrid-Solo's avatar
    Sigrid-Solo
    MYOB Staff
    5 days ago

    Hey again! Just circling back with the update — it’s live! You can now run P&L reports for:

    • This financial year
    • This month
    • Last month
    • This financial quarter
    • Last quarter
    • Last financial year.

    All the good stuff, right where you need it. Go take it for a spin 💸

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When will we see the option to generate P&L reports for current financial quarter and current financial year ? Current options aren’t very useful. Cheers ! ","descendants":{"__typename":"MessageConnection","edges":[{"__typename":"MessageEdge","cursor":"MjUuM3wyLjF8b3wxMHwxNDowLDM5OjF8MQ","node":{"__ref":"AcceptedSolutionMessage:message:891603"}},{"__typename":"MessageEdge","cursor":"MjUuM3wyLjF8b3wxMHwxNDowLDM5OjF8Mg","node":{"__ref":"ForumReplyMessage:message:892094"}}],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"customFields":[]},"Conversation:conversation:891601":{"__typename":"Conversation","id":"conversation:891601","solved":true,"topic":{"__ref":"ForumTopicMessage:message:891601"},"lastPostingActivityTime":"2025-04-11T11:06:26.859+10:00","lastPostTime":"2025-04-11T11:06:26.859+10:00","unreadReplyCount":2,"isSubscribed":false},"ModerationData:moderation_data:891601":{"__typename":"ModerationData","id":"moderation_data:891601","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":"member"},"Revision:revision:891601_1":{"__typename":"Revision","id":"revision:891601_1","lastEditTime":"2025-04-02T13:46:01.389+11:00"},"CachedAsset:theme:customTheme1-1744735303897":{"__typename":"CachedAsset","id":"theme:customTheme1-1744735303897","value":{"id":"customTheme1","animation":{"fast":"150ms","normal":"250ms","slow":"500ms","slowest":"750ms","function":"cubic-bezier(0.07, 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background-size: contain;\n background-position: center;\n}\n.myob-social-links .twitter a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 6%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0Zm5.33,10c0,.12,0,.23,0,.35A7.75,7.75,0,0,1,5.4,16.92a5.48,5.48,0,0,0,4-1.13A2.73,2.73,0,0,1,6.89,13.9a2.73,2.73,0,0,0,1.23,0,2.73,2.73,0,0,1-2.19-2.67v0a2.73,2.73,0,0,0,1.23.34,2.73,2.73,0,0,1-.84-3.64,7.74,7.74,0,0,0,5.62,2.85,2.76,2.76,0,0,1-.07-.62,2.73,2.73,0,0,1,4.72-1.86,5.49,5.49,0,0,0,1.73-.66c-.2.64-.23.87-.79,1.21a1.46,1.46,0,0,0,1.34,0A5.8,5.8,0,0,1,17.33,10Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .googleplus a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 4%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0ZM9,17.5a5.5,5.5,0,1,1,4.1-9.17L11.61,9.67a3.5,3.5,0,1,0,.56,3.84H9v-2h4.47a1,1,0,0,1,1,1.11A5.49,5.49,0,0,1,9,17.5Zm10.5-4v2h-2v-2h-2v-2h2v-2h2v2h2v2Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .facebook a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 1%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0Zm3.51,12H13.2v7.2h-3V12H8.4V9.58h1.8V8.29A2.61,2.61,0,0,1,13,5.4h2.6V7.77H13.81a.58.58,0,0,0-.61.66V9.58h2.56Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .linkedin a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 5%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,24A12,12,0,1,0,0,12,12,12,0,0,0,12,24Zm1.82-10.71a1.2,1.2,0,0,0-1.2,1.2v4.2h-3s0-7.2,0-7.8h3v.89A3.72,3.72,0,0,1,15,10.91c1.78,0,3,1.29,3,3.78v4H15v-4.2A1.2,1.2,0,0,0,13.82,13.29ZM6.91,9.69h0A1.47,1.47,0,0,1,5.4,8.2,1.44,1.44,0,0,1,6.93,6.75a1.47,1.47,0,1,1,0,2.94Zm1.51,9h-3v-7.8h3Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .instagram a:before {\n background: url(\"data:image/svg+xml;base64,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\")\n 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User","color":"333333","icon":null,"rankStyle":"TEXT"},"User:user:350307":{"__typename":"User","id":"user:350307","uid":350307,"login":"Hilary-Solo","biography":null,"registrationData":{"__typename":"RegistrationData","status":null,"registrationTime":"2024-11-05T10:40:48.679+11:00"},"deleted":false,"email":"","avatar":{"__typename":"UserAvatar","url":"https://community.myob.com/t5/s/myob/images/dS0zNTAzMDctc2tsMmhn?image-coordinates=0%2C4%2C1960%2C1965"},"rank":{"__ref":"Rank:rank:185"},"entityType":"USER","eventPath":"community:myob/user:350307"},"ModerationData:moderation_data:891603":{"__typename":"ModerationData","id":"moderation_data:891603","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"AcceptedSolutionMessage:message:891603":{"__typename":"AcceptedSolutionMessage","author":{"__ref":"User:user:350307"},"id":"message:891603","revisionNum":1,"uid":891603,"depth":1,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:ask-a-question"},"parent":{"__ref":"ForumTopicMessage:message:891601"},"conversation":{"__ref":"Conversation:conversation:891601"},"subject":"Re: P&L Reports ?","moderationData":{"__ref":"ModerationData:moderation_data:891603"},"body":"

Hey dgray76!

\n

Great question—and you're not alone in wanting more useful report options (because yeah, we totally get that the current ones are a bit… limited).

\n

Here’s the good news: in Release 4, you’ll be able to run reports for this week, this month, this quarter—you choose. You're in control now. 🙌

\n

We can't give you the exact drop date (just in case final testing throws us a curveball), but let’s just say… we’re talking days, not weeks 👀

\n

Hang tight—your P&L dreams are about to come true! 💸

","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"203","kudosSumWeight":0,"postTime":"2025-04-02T14:10:09.473+11:00","lastPublishTime":"2025-04-02T14:10:09.473+11:00","solution":true,"metrics":{"__typename":"MessageMetrics","views":44},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"entityType":"FORUM_REPLY","eventPath":"category:Solo/community:myobboard:ask-a-question/message:891601/message:891603","repliesCount":0,"body@stripHtml({\"removeProcessingText\":true,\"removeSpoilerMarkup\":true,\"removeTocMarkup\":true,\"truncateLength\":200})@stringLength":"203","images":{"__typename":"AssociatedImageConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"attachments":{"__typename":"AttachmentConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"videos":{"__typename":"VideoConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"customFields":[]},"Rank:rank:61":{"__typename":"Rank","id":"rank:61","position":9,"name":"MYOB Staff","color":"A130F5","icon":null,"rankStyle":"TEXT"},"User:user:349448":{"__typename":"User","id":"user:349448","uid":349448,"login":"Sigrid-Solo","biography":null,"registrationData":{"__typename":"RegistrationData","status":null,"registrationTime":"2024-10-16T12:25:42.341+11:00"},"deleted":false,"email":"","avatar":{"__typename":"UserAvatar","url":"https://community.myob.com/t5/s/myob/images/dS0zNDk0NDgteUhQbzBF?image-coordinates=0%2C0%2C1080%2C1080"},"rank":{"__ref":"Rank:rank:61"},"entityType":"USER","eventPath":"community:myob/user:349448"},"ModerationData:moderation_data:892094":{"__typename":"ModerationData","id":"moderation_data:892094","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"ForumReplyMessage:message:892094":{"__typename":"ForumReplyMessage","author":{"__ref":"User:user:349448"},"id":"message:892094","revisionNum":1,"uid":892094,"depth":1,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:ask-a-question"},"parent":{"__ref":"ForumTopicMessage:message:891601"},"conversation":{"__ref":"Conversation:conversation:891601"},"subject":"Re: P&L Reports ?","moderationData":{"__ref":"ModerationData:moderation_data:892094"},"body":"

Hey again! Just circling back with the update — it’s live! You can now run P&L reports for:

\n\n

All the good stuff, right where you need it. Go take it for a spin 💸

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