Profit & Loss (MTD & YTD) By Region / Department

A new Profit and Loss report - MTD /YTD - has been written to utilise two of the character custom fields stored against General Ledger Accounts.

 

The char1 field is assumed to hold the REGION and the char2 field the DEPARTMENT.   Region (CHAR1)  selection is a single selection; Department (CHAR2) selection is a range.

The Char fields are activated from Admin / Defaults / Manage Financial Defaults

The report allows the user to select to include only transaction accounts that match the nominated char1 and char2 settings; the report will include all heading accounts and the totaling accounts will only include the summed value(s) of the selected transaction accounts which add into them.

This report will be available from Version 8.500 onwards.