Forum Discussion

pweldone's avatar
11 months ago

Accounts Right: Profit and loss by client

Hi,   Can someone please advise how to run profit and loss by client. I can only see an option to run Job PnL but i would like run P&L by client there are many job codes for same client.
  • Celia_B's avatar
    Celia_B
    11 months ago

    Hi pweldone

     

    Thank you for getting back to us and providing an update on your concern.  

     

    In AccountRight we do not have a way to process the P&L report for customers, if you need a report showing a particular customer's payment, you can filter the customer payments report to show details for the one customer by sorting the report by date or amount.  

     

    You can check this help article: Filter and sort a report for more information.

     

    Let me know if you need further assistance. We're happy to assist. 

     

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

     

    Kind regards, 

    Cel