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Report: Profit and loss - Enter start financial year and auto populate the to date

Cover User

10Posts

13Kudos

0Solutions

10 Posts
Cover User
Australia

Hi

 

Is it possible to have the "to" date in the P&L change automatically to 30/6/13 if the "from" date is changed to 1/7/12?

 

Maybe a setting which allows the default dates for reports to be set as either the current date or a user nominated date would save time?

 

Thanks,

 

George.

 

"Default Dates in Live Accounts Reports"

Current Status: Done
Last Changed: November 2018

Hi Everyone

With the new Profit & Loss report, you will have a series of pre-defined periods to run the report for. For example, if This Financial Year is selected it will auto-define the dates of that report to be based on the current financial year.

 

Attachment2.PNG

2 Comments
Suja_P
5,976 Posts
Former Staff
Hi George, Thank you for the post. At present the P&L report has some commonly used report options - Total, Quarterly and Monthly - Year to Date. If others would like to see an option to set other default options, please vote and add any relevant comments.
Steven_M
45,180 Posts
Former Staff

Hi Everyone

With the new Profit & Loss report, you will have a series of pre-defined periods to run the report for. For example, if This Financial Year is selected it will auto-define the dates of that report to be based on the current financial year.

 

Attachment2.PNG