P&L for individual bank accounts.

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Daniel Capps
Daniel Capps Member Posts: 1 Novice Member Novice Member
edited October 2024 in Reckon One
Hi All,

I have taken over as treasurer for a P&C of a local school. The P&C operates a tuckshop and as a P&C. operating 2 bank accounts for each operation. I have recently input about 3 months worth of receipts and payments for each of the accounts. I have been asked to produce a P&L for each bank account. I am a bit of a Noob on Reckon and any assistance would be appreciated.

Many thanks

Dan

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  • Margaret Clifford
    Margaret Clifford Member Posts: 12 Reckoner Reckoner
    edited January 2017
    Just in case you haven't got this sorted...
    After the P& L for the period is raised choose modify report 
    Filters
    Under filters choose account
    Under accounts choose multiple accounts (click on this again when it is highlighted)
    You will get a list of accounts - choose the bank account you need and tick.
    ok to exit. You have your report for one bank
    Cheers
    Marg  

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