How do I Print a Profit & Loss for the Year?

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Summary

This article explains a couple of methods to use to produce a Profit & Loss for a year or year to date.

More Information

There are a couple of options available to you. If you cannot find the reports that are referred to in this article, please Contact your Platinum dealer or our support team on 0116 230 1500 or by using our website support contact page.

Warning: Please bear in mind the data shown in all these reports will only include those transactions present in the Nominal Ledger. It will not include unprocessed data in your Sales Ledger or Purchase Ledger - see How to process a month end.

Standard Profit & Loss

Go to " Nominal Ledger Profit & Loss Change Report Range".

  • Select the "Start Date" for the report e.g. the start of the current Financial Year.
  • Select the "End Date" for the report. This cannot be a date beyond the end of your current Financial Period.
  • Press <Esc> or click [Close].
  • Select [Run Profit & Loss Report] to print your Profit & Loss report for the date range specified.

Additional Reporting Options

Go to " Reports & Settings Reports Accounts Report Generator".

  • At "Filter on", type 'MP2' and click [Search].
  • Select 'MP2 - Profit & Loss (Mthly Brk)'.
  • Click [Start].
  • Select whether to include Nominal Centres with zero balances across the whole year.
  • Click [Start].
The data shown will be from the start of the Financial Year to the end of the Current Financial Period, i.e. to the end of the month for which you are trying to produce your management accounts.

Alternatively go to " Reports & Settings Reports Accounts Report Generator".

  • At "Filter on", type 'profit' and click [Search].
  • Select either 'ZF3 - Profit & Loss (Curr Mnth - YTD)' or 'ZF6 - Profit & Loss (Curr QTR - YTD)'.
  • Click [Start].
The Current Month will be based on your User Date, i.e. 17/06/2017 would translate as June 2017.
The Current Quarter will be based on your User Date, i.e. 17/06/2017 would translate as April - June 2017.
The Current Year will be your current Financial Year. This may differ to the calendar year.

See also


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Keywords AND Misspellings
month, end, year end, profit and loss, profit & loss, p&l, period to date, month to date, year to date, ytd, mtd