Partner Zone

Customise your profit & loss reporting

Erik_V
37 Posts
Former Staff
Former Staff

37Posts

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We’ve made some welcome additions to the Profit & loss Beta that adds new preference options to customise your report.

 

You’ll find the P&L report preferences by clicking the cog in the upper right corner of the Profit & loss Beta screen.

 

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Do you run your books using the cash accounting method, where income is reported when cash is received from your customers? Or do you use the accrual method, where income is reported when an invoice is issued? You can now display your reports using whichever method is required for your business.

 

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Choose whether you want to show figures as whole dollars or cents, or negative values using parenthesis or a hyphen.

 

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You can even  choose to show or hide account numbers, variance figures, or variance percentages. Your report will be instantly updated with your preferences, so you can find the right format with ease.

 

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We hope you enjoy the new Profit & loss Beta preferences. We have more great features coming soon, including the ability to export and print your P&L reports.

 

Let us know what you like and dislike by clicking “Let us know” at the top of your Budget and Profit & loss Beta pages.

 

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