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Reports Menu > General Ledger > Profit & Loss Report - PTD/YTD |
The Profit & Loss Report - PTD/YTD allows users with access to generate a Profit & Loss Report with PTD/YTD figures for the selected period, and either same period last financial year, budget or forecast figures.
Profit & Loss Report - PTD/YTD Screen
Parameter Name |
Description |
Accounting Period |
Accounting period required. Clicking the drop down arrow allows users to select a different period. |
From Cost Centre To Cost Centre |
The starting and ending cost centre. Tab through to include all cost centres. |
Sub-Account Totalling |
Total to Header Account - The value of the sub-accounts will be added to the header account balance, however the sub-accounts will still be displayed. Header Acct Balance Only - The value of the header account balances will not include the sub-account balances. Hide Sub-Accounts - Sub-Accounts will be hidden from the balance sheet and the balances will be added to the header account balances. |
Show Cents |
Yes - Cents will be displayed. No - Whole dollars will be displayed. |
Compare Against |
Last Year - Will display PTD and YTD Actual figures for the period and year prior to the Accounting Period selected, as well as a percentage comparison between the Accounting Period selected and the same period in the previous year. Budgets - Will display PTD and YTD Budget figures entered in G/L Budget/Forecast Entry/Maintenance for the selected Accounting Period, as well as a percentage comparison between the Actual and Budget PTD and YTD figures. Forecast - Will display PTD and YTD Forecast figures entered in G/L Budget/Forecast Entry/Maintenance for the selected Accounting Period, as well as a percentage comparison between the Actual and Forecast PTD and YTD figures. |
When the required parameters have been entered, the Profit & Loss Report - PTD/YTD will be generated.
Example of Profit & Loss Report - PTD/YTD
